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 | $58,592 | $99,640-41.2% | $86,436-32.2% | $134,475-56.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.17% | 6782.58%-6800.8pp | 4394.89%-4413.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,734 | $4,400-60.6% | $3,769-54.0% | $4,740-63.4% |
| Participant deferral / active EE | $1,925 | $7,246-73.4% | $6,952-72.3% | $6,400-69.9% |
| Admin fee / account holder | $30 | $8,371-99.6% | $6,731-99.6% | $11,426-99.7% |