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 | $102,800 | $82,286+24.9% | $68,791+49.4% | $134,475-23.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | 7.52% | -2.19%+9.7pp | -6.38%+13.9pp | 417.96%-410.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $623 | $4,739-86.8% | $3,941-84.2% | $6,400-90.3% |
| Admin fee / account holder | $6 | $6,481-99.9% | $4,932-99.9% | $11,426-99.9% |