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 | $22,793 | $78,694-71.0% | $67,652-66.3% | $125,391-81.8% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -1.41% | 9.46%-10.9pp | 6625.04%-6626.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $768 | $3,044-74.8% | $2,266-66.1% | $4,866-84.2% |
| Participant deferral / active EE | $960 | $4,292-77.6% | $3,560-73.0% | $5,352-82.1% |
| Admin fee / account holder | $175 | $7,403-97.6% | $4,821-96.4% | $9,540-98.2% |