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 | $52,474 | $138,065-62.0% | $123,544-57.5% | $135,375-61.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -3.27% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,638 | $5,151-48.8% | $4,628-43.0% | $4,779-44.8% |
| Participant deferral / active EE | $1,249 | $6,799-81.6% | $6,426-80.6% | $5,609-77.7% |
| Admin fee / account holder | -$497 | $10,916-104.6% | $9,284-105.4% | $10,827-104.6% |