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 | $189,664 | $55,041+244.6% | $45,164+319.9% | $134,475+41.0% |
| Participation rate | 75.0% | 63.8%+11.2pp | 55.2%+19.8pp | 81.2%-6.2pp |
| Annual return | -9.15% | -19.63%+10.5pp | -20.28%+11.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $30,500 | $3,006+914.5% | $2,321+1214.0% | $4,740+543.5% |
| Participant deferral / active EE | $0 | $3,822-100.0% | $3,184-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,029-100.0% | $3,071-100.0% | $11,426-100.0% |