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 | $26,802 | $92,222-70.9% | $76,768-65.1% | $135,375-80.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.16% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,222 | $3,216-62.0% | $2,485-50.8% | $4,779-74.4% |
| Participant deferral / active EE | $1,140 | $4,509-74.7% | $3,852-70.4% | $5,609-79.7% |
| Admin fee / account holder | $239 | $10,748-97.8% | $6,675-96.4% | $10,827-97.8% |