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 | $49,363 | $82,664-40.3% | $125,339-60.6% | $68,494-27.9% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -13.42% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,922 | $3,381-43.2% | $4,814-60.1% | $2,596-26.0% |
| Participant deferral / active EE | $1,686 | $6,110-72.4% | $7,446-77.4% | $4,027-58.1% |
| Admin fee / account holder | $254 | $6,275-96.0% | $10,010-97.5% | $5,403-95.3% |