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 5-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 | $2,836 | $25,979-89.1% | $71,735-96.0% | $68,494-95.9% |
| Participation rate | 84.4% | 54.5%+29.9pp | 62.3%+22.1pp | 67.9%+16.5pp |
| Annual return | -5.45% | -15.10%+9.6pp | 9.14%-14.6pp | -7.84%+2.4pp |
| Employer contribution / active EE | $1,956 | $900+117.2% | $1,704+14.8% | $2,596-24.7% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,658-100.0% | $4,027-100.0% |
| Admin fee / account holder | $18 | $2,022-99.1% | $3,974-99.6% | $5,403-99.7% |