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 | $64,127 | $85,790-25.3% | $67,313-4.7% | $135,375-52.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | 0.54% | -0.54%+1.1pp | -4.08%+4.6pp | 519.73%-519.2pp |
| Employer contribution / active EE | $6,372 | $3,487+82.7% | $2,566+148.4% | $4,779+33.3% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $215 | $6,392-96.6% | $4,507-95.2% | $10,827-98.0% |