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 | $29,087 | $138,065-78.9% | $123,544-76.5% | $135,375-78.5% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -7.87% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $942 | $5,151-81.7% | $4,628-79.6% | $4,779-80.3% |
| Participant deferral / active EE | $928 | $6,799-86.3% | $6,426-85.6% | $5,609-83.4% |
| Admin fee / account holder | $5 | $10,916-100.0% | $9,284-99.9% | $10,827-100.0% |