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 | $117,573 | $113,935+3.2% | $94,224+24.8% | $125,391-6.2% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -1.06% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $5,943 | $4,727+25.7% | $3,587+65.7% | $4,866+22.1% |
| Participant deferral / active EE | $849 | $5,179-83.6% | $4,320-80.4% | $5,352-84.1% |
| Admin fee / account holder | $249 | $8,391-97.0% | $6,269-96.0% | $9,540-97.4% |