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 | $58,874 | $85,790-31.4% | $67,313-12.5% | $135,375-56.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 11.96% | -0.54%+12.5pp | -4.08%+16.0pp | 519.73%-507.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $45 | $4,651-99.0% | $3,568-98.8% | $5,609-99.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |