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 | $35,169 | $95,193-63.1% | $76,523-54.0% | $135,375-74.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.08% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,321 | $3,302-29.7% | $2,647-12.3% | $4,779-51.4% |
| Participant deferral / active EE | $398 | $4,639-91.4% | $3,835-89.6% | $5,609-92.9% |
| Admin fee / account holder | $204 | $6,249-96.7% | $4,848-95.8% | $10,827-98.1% |