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 | $29,236 | $50,958-42.6% | $74,550-60.8% | $64,186-54.5% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.1%+27.4pp | 69.6%+27.0pp |
| Annual return | -5.37% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $224 | $1,115-79.9% | $1,961-88.6% | $2,381-90.6% |
| Participant deferral / active EE | $862 | $2,301-62.5% | $3,108-72.3% | $3,470-75.2% |
| Admin fee / account holder | $1 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |