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 | $105,651 | $105,860-0.2% | $90,749+16.4% | $134,475-21.4% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -12.51% | -11.01%-1.5pp | -12.16%-0.3pp | 417.96%-430.5pp |
| Employer contribution / active EE | $11,111 | $3,462+220.9% | $2,921+280.4% | $4,740+134.4% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $172 | $13,938-98.8% | $8,445-98.0% | $11,426-98.5% |