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 | $21,588 | $138,044-84.4% | $125,339-82.8% | $134,475-83.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.00% | 750.33%-766.3pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,202 | $5,243-77.1% | $4,814-75.0% | $4,740-74.6% |
| Participant deferral / active EE | $1,674 | $7,799-78.5% | $7,446-77.5% | $6,400-73.8% |
| Admin fee / account holder | $38 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |