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 | $88,609 | $78,694+12.6% | $67,652+31.0% | $125,391-29.3% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | 0.10% | 9.46%-9.4pp | 6625.04%-6624.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $795 | $4,292-81.5% | $3,560-77.7% | $5,352-85.1% |
| Admin fee / account holder | $5 | $7,403-99.9% | $4,821-99.9% | $9,540-99.9% |