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 4-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 | $17,499 | $82,286-78.7% | $68,791-74.6% | $134,475-87.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -5.22% | -2.19%-3.0pp | -6.38%+1.2pp | 417.96%-423.2pp |
| Employer contribution / active EE | $4,498 | $3,301+36.3% | $2,655+69.4% | $4,740-5.1% |
| Participant deferral / active EE | $1,015 | $4,739-78.6% | $3,941-74.2% | $6,400-84.1% |
| Admin fee / account holder | $189 | $6,481-97.1% | $4,932-96.2% | $11,426-98.4% |