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 | $17,526 | $91,911-80.9% | $68,793-74.5% | $135,375-87.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.73% | -8.22%-1.5pp | -4.63%-5.1pp | 519.73%-529.5pp |
| Employer contribution / active EE | $5,743 | $3,924+46.4% | $2,625+118.8% | $4,779+20.2% |
| Participant deferral / active EE | $72 | $4,315-98.3% | $3,311-97.8% | $5,609-98.7% |
| Admin fee / account holder | $207 | $9,240-97.8% | $5,131-96.0% | $10,827-98.1% |