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 6-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 | $21,785 | $167,307-87.0% | $143,757-84.8% | $134,475-83.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.29% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,447 | $5,619+32.5% | $4,951+50.4% | $4,740+57.1% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $57 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |