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 | $123,248 | $105,860+16.4% | $90,749+35.8% | $134,475-8.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.52% | -11.01%+3.5pp | -12.16%+4.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $2,422 | $3,462-30.1% | $2,921-17.1% | $4,740-48.9% |
| Participant deferral / active EE | $643 | $5,216-87.7% | $4,564-85.9% | $6,400-90.0% |
| Admin fee / account holder | $152 | $13,938-98.9% | $8,445-98.2% | $11,426-98.7% |