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 | $68,812 | $90,590-24.0% | $90,782-24.2% | $135,375-49.2% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.7%+3.1pp | 82.6%+3.1pp |
| Annual return | 5.96% | -3.40%+9.4pp | -3.42%+9.4pp | 519.73%-513.8pp |
| Employer contribution / active EE | $3,706 | $4,352-14.9% | $4,105-9.7% | $4,779-22.4% |
| Participant deferral / active EE | $706 | $5,407-86.9% | $5,366-86.8% | $5,609-87.4% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |