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 | $13,048 | $48,265-73.0% | $68,791-81.0% | $68,494-81.0% |
| Participation rate | 96.6% | 60.7%+35.9pp | 69.0%+27.5pp | 67.9%+28.7pp |
| Annual return | 0.41% | -12.71%+13.1pp | -6.38%+6.8pp | -7.84%+8.3pp |
| Employer contribution / active EE | $6,191 | $1,829+238.5% | $2,655+133.1% | $2,596+138.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $20 | $4,355-99.5% | $4,932-99.6% | $5,403-99.6% |