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 | $200,334 | $175,600+14.1% | $129,110+55.2% | $134,475+49.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.53% | -11.39%-0.1pp | -10.94%-0.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,169 | $6,355-65.9% | $5,052-57.1% | $4,740-54.2% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |