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 | $14,988 | $95,862-84.4% | $79,550-81.2% | $134,475-88.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -14.19% | -2.69%-11.5pp | 0.16%-14.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,527 | $3,128-19.2% | $2,413+4.7% | $4,740-46.7% |
| Participant deferral / active EE | $586 | $4,693-87.5% | $3,985-85.3% | $6,400-90.8% |
| Admin fee / account holder | $44 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |