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 | $74,629 | $97,757-23.7% | $83,848-11.0% | $135,375-44.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.31% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,724 | $4,222+11.9% | $3,631+30.1% | $4,779-1.1% |
| Participant deferral / active EE | $395 | $4,682-91.6% | $4,082-90.3% | $5,609-93.0% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |