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 10-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 | $15,238 | $97,044-84.3% | $83,333-81.7% | $135,375-88.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.80% | 12.31%-20.1pp | 10.63%-18.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,078 | $4,143-74.0% | $3,379-68.1% | $4,779-77.4% |
| Participant deferral / active EE | $1,617 | $5,964-72.9% | $5,565-70.9% | $5,609-71.2% |
| Admin fee / account holder | $222 | $8,380-97.4% | $7,510-97.0% | $10,827-97.9% |