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 | $45,132 | $90,503-50.1% | $78,689-42.6% | $273,961-83.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $390 | $3,176-87.7% | $2,851-86.3% | $4,869-92.0% |
| Participant deferral / active EE | $463 | $3,901-88.1% | $3,517-86.8% | $5,287-91.2% |
| Admin fee / account holder | $37 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |