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 | $44,550 | $92,222-51.7% | $76,768-42.0% | $135,375-67.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.81% | 5.46%-9.3pp | 2.43%-6.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,295 | $3,216-59.7% | $2,485-47.9% | $4,779-72.9% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $178 | $10,748-98.3% | $6,675-97.3% | $10,827-98.4% |