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 | $28,640 | $71,883-60.2% | $86,677-67.0% | $68,494-58.2% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -13.96% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,438 | $2,173-33.8% | $2,836-49.3% | $2,596-44.6% |
| Participant deferral / active EE | $501 | $3,779-86.7% | $4,656-89.2% | $4,027-87.6% |
| Admin fee / account holder | $230 | $6,112-96.2% | $7,493-96.9% | $5,403-95.7% |