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 | $96,394 | $56,484+70.7% | $169,463-43.1% | $64,186+50.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.83% | -1.55%-6.3pp | 1.83%-9.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,297 | $1,832+79.9% | $4,159-20.7% | $2,381+38.5% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $265 | $4,174-93.7% | $9,109-97.1% | $4,888-94.6% |