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 4-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 | $199,608 | $90,519+120.5% | $93,789+112.8% | $134,475+48.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,990 | $4,343+14.9% | $4,323+15.4% | $4,740+5.3% |
| Participant deferral / active EE | $770 | $5,978-87.1% | $6,094-87.4% | $6,400-88.0% |
| Admin fee / account holder | $6 | $9,252-99.9% | $7,195-99.9% | $11,426-99.9% |