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 | $49,511 | $73,004-32.2% | $90,749-45.4% | $68,494-27.7% |
| Participation rate | 71.0% | 70.8%+0.1pp | 75.7%-4.7pp | 67.9%+3.1pp |
| Annual return | -12.73% | -13.81%+1.1pp | -12.16%-0.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $456 | $3,627-87.4% | $4,564-90.0% | $4,027-88.7% |
| Admin fee / account holder | $167 | $5,896-97.2% | $8,445-98.0% | $5,403-96.9% |