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 | $29,164 | $71,883-59.4% | $86,677-66.4% | $68,494-57.4% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -14.84% | 3.52%-18.4pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,099 | $2,173-49.4% | $2,836-61.2% | $2,596-57.7% |
| Participant deferral / active EE | $1,712 | $3,779-54.7% | $4,656-63.2% | $4,027-57.5% |
| Admin fee / account holder | $257 | $6,112-95.8% | $7,493-96.6% | $5,403-95.2% |