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 | $209,836 | $95,862+118.9% | $79,550+163.8% | $134,475+56.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.01% | -2.69%-6.3pp | 0.16%-9.2pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,908 | $3,128-39.0% | $2,413-20.9% | $4,740-59.7% |
| Participant deferral / active EE | $890 | $4,693-81.0% | $3,985-77.7% | $6,400-86.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |