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 | $114,409 | $93,024+23.0% | $77,024+48.5% | $134,475-14.9% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -18.69% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $6,016 | $3,418+76.0% | $2,812+113.9% | $4,740+26.9% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |