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 | $99,131 | $105,860-6.4% | $90,749+9.2% | $134,475-26.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -14.30% | -11.01%-3.3pp | -12.16%-2.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $872 | $3,462-74.8% | $2,921-70.2% | $4,740-81.6% |
| Participant deferral / active EE | $1,327 | $5,216-74.6% | $4,564-70.9% | $6,400-79.3% |
| Admin fee / account holder | $220 | $13,938-98.4% | $8,445-97.4% | $11,426-98.1% |