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 | $70,160 | $129,942-46.0% | $104,294-32.7% | $134,475-47.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | 42.03%-58.0pp | 24.61%-40.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,557 | $4,184+80.6% | $3,372+124.1% | $4,740+59.4% |
| Participant deferral / active EE | $310 | $5,588-94.4% | $4,625-93.3% | $6,400-95.2% |
| Admin fee / account holder | $170 | $9,323-98.2% | $7,339-97.7% | $11,426-98.5% |