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 | $34,976 | $94,529-63.0% | $140,016-75.0% | $64,186-45.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.13% | 7.77%-14.9pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,567 | $3,812-6.4% | $5,606-36.4% | $2,381+49.8% |
| Participant deferral / active EE | $2,161 | $5,250-58.8% | $6,927-68.8% | $3,470-37.7% |
| Admin fee / account holder | $273 | $6,741-95.9% | $10,705-97.4% | $4,888-94.4% |