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 | $53,263 | $147,167-63.8% | $111,392-52.2% | $135,375-60.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 78.9%+8.6pp | 82.6%+4.9pp |
| Annual return | -1.96% | -4.44%+2.5pp | -2.06%+0.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,574 | $5,204-31.3% | $4,328-17.4% | $4,779-25.2% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $238 | $20,270-98.8% | $12,266-98.1% | $10,827-97.8% |