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 | $84,901 | $86,286-1.6% | $111,297-23.7% | $85,850-1.1% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,834 | $2,043-10.2% | $2,731-32.8% | $2,565-28.5% |
| Participant deferral / active EE | $797 | $3,641-78.1% | $4,487-82.2% | $3,952-79.8% |
| Admin fee / account holder | $9 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |