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 | $20,865 | $107,791-80.6% | $90,645-77.0% | $135,375-84.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -6.58% | -0.90%-5.7pp | 1.88%-8.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $134 | $3,018-95.6% | $2,532-94.7% | $4,779-97.2% |
| Participant deferral / active EE | $134 | $3,872-96.5% | $3,425-96.1% | $5,609-97.6% |
| Admin fee / account holder | $17 | $5,930-99.7% | $4,994-99.7% | $10,827-99.8% |