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 | $49,774 | $142,344-65.0% | $119,609-58.4% | $134,475-63.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -14.27% | -12.44%-1.8pp | -14.97%+0.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,393 | $5,222-73.3% | $4,232-67.1% | $4,740-70.6% |
| Participant deferral / active EE | $1,543 | $6,469-76.2% | $5,602-72.5% | $6,400-75.9% |
| Admin fee / account holder | $66 | $13,584-99.5% | $10,323-99.4% | $11,426-99.4% |