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 | $24,430 | $82,664-70.4% | $125,339-80.5% | $68,494-64.3% |
| Participation rate | 70.6% | 75.0%-4.5pp | 82.4%-11.8pp | 67.9%+2.7pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,260 | $3,381-62.7% | $4,814-73.8% | $2,596-51.5% |
| Participant deferral / active EE | $1,217 | $6,110-80.1% | $7,446-83.7% | $4,027-69.8% |
| Admin fee / account holder | $223 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |