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 | $62,882 | $131,829-52.3% | $108,579-42.1% | $273,961-77.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.36% | -91.57%+94.9pp | -51.70%+55.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,569 | $4,912-68.1% | $3,758-58.2% | $4,869-67.8% |
| Participant deferral / active EE | $967 | $5,127-81.1% | $4,311-77.6% | $5,287-81.7% |
| Admin fee / account holder | $84 | $10,252-99.2% | $7,645-98.9% | $10,132-99.2% |