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 | $54,361 | $131,829-58.8% | $108,579-49.9% | $273,961-80.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.55% | -91.57%+96.1pp | -51.70%+56.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,106 | $4,912-77.5% | $3,758-70.6% | $4,869-77.3% |
| Participant deferral / active EE | $300 | $5,127-94.1% | $4,311-93.0% | $5,287-94.3% |
| Admin fee / account holder | $273 | $10,252-97.3% | $7,645-96.4% | $10,132-97.3% |