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 | $44,521 | $90,590-50.9% | $90,782-51.0% | $135,375-67.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.17% | -3.40%-0.8pp | -3.42%-0.8pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,825 | $4,352-35.1% | $4,105-31.2% | $4,779-40.9% |
| Participant deferral / active EE | $1,622 | $5,407-70.0% | $5,366-69.8% | $5,609-71.1% |
| Admin fee / account holder | $68 | $7,683-99.1% | $5,908-98.9% | $10,827-99.4% |