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 | $19,727 | $158,817-87.6% | $121,196-83.7% | $135,375-85.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | -3.42% | -0.64%-2.8pp | 16.93%-20.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,838 | $5,665-32.3% | $4,022-4.6% | $4,779-19.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $163 | $6,512-97.5% | $5,019-96.8% | $10,827-98.5% |