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 | $106,070 | $131,829-19.5% | $108,579-2.3% | $273,961-61.3% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 5.99% | -91.57%+97.6pp | -51.70%+57.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,111 | $4,912-77.4% | $3,758-70.4% | $4,869-77.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |