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 | $61,318 | $167,307-63.3% | $143,757-57.3% | $134,475-54.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.23% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,805 | $5,619-50.1% | $4,951-43.3% | $4,740-40.8% |
| Participant deferral / active EE | $229 | $6,446-96.5% | $5,637-95.9% | $6,400-96.4% |
| Admin fee / account holder | $80 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |