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 | $64,396 | $167,484-61.6% | $151,611-57.5% | $134,475-52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.06% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,920 | $6,829-71.9% | $6,166-68.9% | $4,740-59.5% |
| Participant deferral / active EE | $1,869 | $8,986-79.2% | $8,363-77.7% | $6,400-70.8% |
| Admin fee / account holder | $18 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |