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 7-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 | $11,301 | $59,774-81.1% | - | $134,475-91.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -5.86% | -10.72%+4.9pp | - | 417.96%-423.8pp |
| Employer contribution / active EE | $1,844 | $2,711-32.0% | - | $4,740-61.1% |
| Participant deferral / active EE | $0 | $4,131-100.0% | - | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,003-100.0% | - | $11,426-100.0% |