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 | $181,295 | $72,404+150.4% | $110,238+64.5% | $64,186+182.5% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+24.0pp |
| Annual return | -7.43% | -6.29%-1.1pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $8,065 | $2,282+253.5% | $3,826+110.8% | $2,381+238.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $55 | $5,664-99.0% | $8,547-99.4% | $4,888-98.9% |