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 | $23,256 | $86,699-73.2% | $73,307-68.3% | $125,391-81.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.43% | 2.78%-4.2pp | 5.67%-7.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $6,250 | $4,152+50.5% | $3,237+93.1% | $4,866+28.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $76 | $7,771-99.0% | $5,637-98.6% | $9,540-99.2% |