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 | $40,008 | $167,484-76.1% | $151,611-73.6% | $134,475-70.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -18.79% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,556 | $6,829-77.2% | $6,166-74.8% | $4,740-67.2% |
| Participant deferral / active EE | $2,590 | $8,986-71.2% | $8,363-69.0% | $6,400-59.5% |
| Admin fee / account holder | $175 | $13,783-98.7% | $11,616-98.5% | $11,426-98.5% |