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 6-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 | $10,510 | $95,862-89.0% | $79,550-86.8% | $134,475-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.88% | -2.69%-16.2pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $675 | $3,128-78.4% | $2,413-72.0% | $4,740-85.8% |
| Participant deferral / active EE | $699 | $4,693-85.1% | $3,985-82.5% | $6,400-89.1% |
| Admin fee / account holder | $92 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |