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 7-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 | $12,554 | $73,867-83.0% | $143,757-91.3% | $68,494-81.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.62% | 1.01%-9.6pp | -0.04%-8.6pp | -7.84%-0.8pp |
| Employer contribution / active EE | $6,052 | $3,184+90.1% | $4,951+22.2% | $2,596+133.1% |
| Participant deferral / active EE | $500 | $3,384-85.2% | $5,637-91.1% | $4,027-87.6% |
| Admin fee / account holder | $64 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |