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 | $23,059 | $190,805-87.9% | $159,960-85.6% | $134,475-82.9% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -15.83% | 552.23%-568.1pp | 408.60%-424.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,016 | $4,995-79.7% | $4,226-76.0% | $4,740-78.6% |
| Participant deferral / active EE | $1,016 | $6,923-85.3% | $6,182-83.6% | $6,400-84.1% |
| Admin fee / account holder | $163 | $10,471-98.4% | $8,698-98.1% | $11,426-98.6% |