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 | $112,418 | $167,484-32.9% | $151,611-25.9% | $134,475-16.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.06% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,661 | $6,829-75.7% | $6,166-73.1% | $4,740-65.0% |
| Participant deferral / active EE | $2,809 | $8,986-68.7% | $8,363-66.4% | $6,400-56.1% |
| Admin fee / account holder | $68 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |