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 | $20,005 | $97,044-79.4% | $83,333-76.0% | $135,375-85.2% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -7.49% | 12.31%-19.8pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,949 | $4,143-53.0% | $3,379-42.3% | $4,779-59.2% |
| Participant deferral / active EE | $1,391 | $5,964-76.7% | $5,565-75.0% | $5,609-75.2% |
| Admin fee / account holder | $226 | $8,380-97.3% | $7,510-97.0% | $10,827-97.9% |