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 | $36,390 | $138,044-73.6% | $125,339-71.0% | $134,475-72.9% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -13.00% | 750.33%-763.3pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,076 | $5,243-79.5% | $4,814-77.7% | $4,740-77.3% |
| Participant deferral / active EE | $2,360 | $7,799-69.7% | $7,446-68.3% | $6,400-63.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |