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 | $79,206 | $113,935-30.5% | $94,224-15.9% | $125,391-36.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.54% | 5.29%-7.8pp | 10.68%-13.2pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,019 | $4,727-78.4% | $3,587-71.6% | $4,866-79.1% |
| Participant deferral / active EE | $650 | $5,179-87.4% | $4,320-85.0% | $5,352-87.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |