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 | $60,942 | $75,935-19.7% | $60,547+0.7% | $125,391-51.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.35% | -5.38%+5.0pp | 335.64%-336.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $958 | $3,438-72.1% | $2,419-60.4% | $4,866-80.3% |
| Participant deferral / active EE | $1,056 | $4,506-76.6% | $3,328-68.3% | $5,352-80.3% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |