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 | $42,682 | $61,660-30.8% | $80,019-46.7% | $64,186-33.5% |
| Participation rate | 70.6% | 71.7%-1.1pp | 75.8%-5.2pp | 69.6%+1.0pp |
| Annual return | -3.55% | -0.33%-3.2pp | 11.22%-14.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $776 | $1,810-57.2% | $2,468-68.6% | $2,381-67.4% |
| Participant deferral / active EE | $729 | $2,968-75.4% | $3,686-80.2% | $3,470-79.0% |
| Admin fee / account holder | $25 | $5,417-99.5% | $6,521-99.6% | $4,888-99.5% |