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 | $7,213 | $82,286-91.2% | $68,791-89.5% | $134,475-94.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.74% | -2.19%-17.6pp | -6.38%-13.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,065 | $3,301-67.7% | $2,655-59.9% | $4,740-77.5% |
| Participant deferral / active EE | $605 | $4,739-87.2% | $3,941-84.6% | $6,400-90.5% |
| Admin fee / account holder | $60 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |