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 | $101,739 | $62,586+62.6% | $76,768+32.5% | $64,186+58.5% |
| Participation rate | 88.6% | 72.8%+15.8pp | 77.0%+11.6pp | 69.6%+19.0pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,471 | $1,832-19.7% | $2,485-40.8% | $2,381-38.2% |
| Participant deferral / active EE | $296 | $3,145-90.6% | $3,852-92.3% | $3,470-91.5% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |