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 | $137,262 | $167,307-18.0% | $143,757-4.5% | $134,475+2.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -4.80% | 0.46%-5.3pp | -0.04%-4.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $1,286 | $5,619-77.1% | $4,951-74.0% | $4,740-72.9% |
| Participant deferral / active EE | $1,559 | $6,446-75.8% | $5,637-72.3% | $6,400-75.6% |
| Admin fee / account holder | $213 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |