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 | $31,357 | $133,958-76.6% | $112,228-72.1% | $134,475-76.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -14.33% | 47.11%-61.4pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $5,508 | $4,038+36.4% | $3,635+51.6% | $4,740+16.2% |
| Participant deferral / active EE | $115 | $5,291-97.8% | $4,728-97.6% | $6,400-98.2% |
| Admin fee / account holder | $58 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |