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 | $34,537 | $167,484-79.4% | $151,611-77.2% | $134,475-74.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -13.94% | 7.80%-21.7pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,712 | $6,829-74.9% | $6,166-72.2% | $4,740-63.9% |
| Participant deferral / active EE | $2,887 | $8,986-67.9% | $8,363-65.5% | $6,400-54.9% |
| Admin fee / account holder | $49 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |