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 | $178,274 | $81,900+117.7% | $119,609+49.0% | $68,494+160.3% |
| Participation rate | 76.2% | 71.9%+4.3pp | 79.3%-3.1pp | 67.9%+8.3pp |
| Annual return | -15.57% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,352 | $2,693+61.6% | $4,232+2.8% | $2,596+67.6% |
| Participant deferral / active EE | $154 | $4,148-96.3% | $5,602-97.2% | $4,027-96.2% |
| Admin fee / account holder | $170 | $6,582-97.4% | $10,323-98.4% | $5,403-96.9% |