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 | $19,701 | $142,344-86.2% | $119,609-83.5% | $134,475-85.3% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -12.83% | -12.44%-0.4pp | -14.97%+2.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,150 | $6,469-82.2% | $5,602-79.5% | $6,400-82.0% |
| Admin fee / account holder | $204 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |