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 | $25,480 | $49,177-48.2% | $79,464-67.9% | $64,186-60.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.59% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,591 | $2,076+24.8% | $2,800-7.5% | $2,381+8.8% |
| Participant deferral / active EE | $118 | $2,821-95.8% | $3,704-96.8% | $3,470-96.6% |
| Admin fee / account holder | $184 | $3,839-95.2% | $5,113-96.4% | $4,888-96.2% |