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 | $30,563 | $92,222-66.9% | $76,768-60.2% | $135,375-77.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.81% | 5.46%-11.3pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,582 | $3,216-50.8% | $2,485-36.4% | $4,779-66.9% |
| Participant deferral / active EE | $1,377 | $4,509-69.5% | $3,852-64.2% | $5,609-75.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |