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 | $64,954 | $167,307-61.2% | $143,757-54.8% | $134,475-51.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.95% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,064 | $5,619-63.3% | $4,951-58.3% | $4,740-56.4% |
| Participant deferral / active EE | $1,079 | $6,446-83.3% | $5,637-80.9% | $6,400-83.1% |
| Admin fee / account holder | -$85 | $18,088-100.5% | $14,673-100.6% | $11,426-100.7% |