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 | $51,462 | $113,935-54.8% | $94,224-45.4% | $125,391-59.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -2.71% | 5.29%-8.0pp | 10.68%-13.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $934 | $4,727-80.2% | $3,587-74.0% | $4,866-80.8% |
| Participant deferral / active EE | $934 | $5,179-82.0% | $4,320-78.4% | $5,352-82.6% |
| Admin fee / account holder | $31 | $8,391-99.6% | $6,269-99.5% | $9,540-99.7% |