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 | $80,018 | $86,286-7.3% | $111,297-28.1% | $85,850-6.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,827 | $2,043+38.4% | $2,731+3.5% | $2,565+10.2% |
| Participant deferral / active EE | $1,313 | $3,641-63.9% | $4,487-70.7% | $3,952-66.8% |
| Admin fee / account holder | $178 | $8,188-97.8% | $7,964-97.8% | $6,260-97.2% |