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 | $118,828 | $67,411+76.3% | $91,001+30.6% | $70,131+69.4% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 12.64% | -40.16%+52.8pp | 4.60%+8.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $575 | $2,823-79.6% | $3,547-83.8% | $3,332-82.8% |
| Admin fee / account holder | $105 | $4,236-97.5% | $5,417-98.1% | $4,645-97.7% |