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 | $25,690 | $56,897-54.8% | $84,750-69.7% | $62,891-59.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.78% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,724 | $2,400-28.2% | $3,574-51.8% | $2,281-24.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $23 | $3,581-99.4% | $5,332-99.6% | $4,296-99.5% |