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 8-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 | $27,681 | $50,958-45.7% | $74,550-62.9% | $64,186-56.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,366 | $1,115+22.5% | $1,961-30.3% | $2,381-42.6% |
| Participant deferral / active EE | $968 | $2,301-57.9% | $3,108-68.9% | $3,470-72.1% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |