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 | $22,886 | $95,862-76.1% | $79,550-71.2% | $134,475-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.61% | -2.69%-2.9pp | 0.16%-5.8pp | 417.96%-423.6pp |
| Employer contribution / active EE | $1,765 | $3,128-43.6% | $2,413-26.9% | $4,740-62.8% |
| Participant deferral / active EE | $280 | $4,693-94.0% | $3,985-93.0% | $6,400-95.6% |
| Admin fee / account holder | $19 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |