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 | $24,052 | $64,707-62.8% | $112,228-78.6% | $68,494-64.9% |
| Participation rate | 71.0% | 67.2%+3.8pp | 75.1%-4.1pp | 67.9%+3.1pp |
| Annual return | -17.86% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,370 | $2,746+22.7% | $3,635-7.3% | $2,596+29.8% |
| Participant deferral / active EE | $1,481 | $3,565-58.5% | $4,728-68.7% | $4,027-63.2% |
| Admin fee / account holder | $201 | $5,232-96.2% | $6,410-96.9% | $5,403-96.3% |