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 | $47,013 | $167,484-71.9% | $151,611-69.0% | $134,475-65.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -14.44% | 7.80%-22.2pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,073 | $6,829-69.6% | $6,166-66.4% | $4,740-56.3% |
| Participant deferral / active EE | $2,474 | $8,986-72.5% | $8,363-70.4% | $6,400-61.3% |
| Admin fee / account holder | $16 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |