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 | $79,322 | $152,509-48.0% | $117,472-32.5% | $134,475-41.0% |
| Participation rate | 86.7% | 77.1%+9.6pp | 70.6%+16.1pp | 81.2%+5.4pp |
| Annual return | -18.24% | 52.99%-71.2pp | 29.74%-48.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $42 | $4,818-99.1% | $4,070-99.0% | $6,400-99.3% |
| Admin fee / account holder | $262 | $7,004-96.3% | $5,645-95.4% | $11,426-97.7% |