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 | $42,951 | $138,065-68.9% | $123,544-65.2% | $135,375-68.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.93% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,009 | $5,151-80.4% | $4,628-78.2% | $4,779-78.9% |
| Participant deferral / active EE | $1,746 | $6,799-74.3% | $6,426-72.8% | $5,609-68.9% |
| Admin fee / account holder | $292 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |