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 5-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 | $66,407 | $86,286-23.0% | $111,297-40.3% | $85,850-22.6% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $627 | $2,043-69.3% | $2,731-77.1% | $2,565-75.6% |
| Participant deferral / active EE | $1,195 | $3,641-67.2% | $4,487-73.4% | $3,952-69.8% |
| Admin fee / account holder | $107 | $8,188-98.7% | $7,964-98.7% | $6,260-98.3% |