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 | $46,617 | $131,829-64.6% | $108,579-57.1% | $273,961-83.0% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.6%-6.2pp | 83.0%-9.7pp |
| Annual return | 6.23% | -91.57%+97.8pp | -51.70%+57.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,211 | $4,912-75.3% | $3,758-67.8% | $4,869-75.1% |
| Participant deferral / active EE | $1,211 | $5,127-76.4% | $4,311-71.9% | $5,287-77.1% |
| Admin fee / account holder | $9 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |