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 | $53,012 | $110,094-51.8% | $151,611-65.0% | $68,494-22.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -17.94% | -10.12%-7.8pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,758 | $4,471-60.7% | $6,166-71.5% | $2,596-32.3% |
| Participant deferral / active EE | $1,758 | $6,527-73.1% | $8,363-79.0% | $4,027-56.4% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |