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 | $45,642 | $91,538-50.1% | $129,995-64.9% | $75,163-39.3% |
| Participation rate | 72.0% | 71.4%+0.6pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 86.37% | -631.11%+717.5pp | -137.18%+223.5pp | 160.62%-74.3pp |
| Employer contribution / active EE | $947 | $2,845-66.7% | $4,320-78.1% | $2,670-64.5% |
| Participant deferral / active EE | $1,442 | $4,341-66.8% | $5,820-75.2% | $4,125-65.0% |
| Admin fee / account holder | $83 | $6,790-98.8% | $10,614-99.2% | $5,651-98.5% |