See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,428 | $138,065-80.9% | $123,544-78.6% | $135,375-80.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.60% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,037 | $5,151-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $1,190 | $6,799-82.5% | $6,426-81.5% | $5,609-78.8% |
| Admin fee / account holder | $191 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |