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 6-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 | $22,422 | $105,860-78.8% | $90,749-75.3% | $134,475-83.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.61% | -11.01%-2.6pp | -12.16%-1.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $6,088 | $3,462+75.8% | $2,921+108.4% | $4,740+28.4% |
| Participant deferral / active EE | $900 | $5,216-82.7% | $4,564-80.3% | $6,400-85.9% |
| Admin fee / account holder | $246 | $13,938-98.2% | $8,445-97.1% | $11,426-97.8% |