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 | $22,437 | $211,958-89.4% | $169,463-86.8% | $135,375-83.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.36% | 3.26%-4.6pp | 1.83%-3.2pp | 519.73%-521.1pp |
| Employer contribution / active EE | $730 | $5,120-85.7% | $4,159-82.4% | $4,779-84.7% |
| Participant deferral / active EE | $406 | $6,075-93.3% | $5,277-92.3% | $5,609-92.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |