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 | $50,364 | $100,754-50.0% | $86,677-41.9% | $134,475-62.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.73% | 29.04%-35.8pp | 35.91%-42.6pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,803 | $3,489-48.3% | $2,836-36.4% | $4,740-62.0% |
| Participant deferral / active EE | $31 | $5,338-99.4% | $4,656-99.3% | $6,400-99.5% |
| Admin fee / account holder | $265 | $10,926-97.6% | $7,493-96.5% | $11,426-97.7% |