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 3-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 | $21,214 | $53,162-60.1% | $91,220-76.7% | $68,494-69.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 12.72% | -3.14%+15.9pp | 114.01%-101.3pp | -7.84%+20.6pp |
| Employer contribution / active EE | $9,677 | $1,709+466.1% | $2,850+239.5% | $2,596+272.7% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |