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 | $91,811 | $167,484-45.2% | $151,611-39.4% | $134,475-31.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -7.59% | 7.80%-15.4pp | 3.33%-10.9pp | 417.96%-425.6pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,660 | $8,986-70.4% | $8,363-68.2% | $6,400-58.4% |
| Admin fee / account holder | $219 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |