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 7-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 | $44,935 | $129,942-65.4% | $104,294-56.9% | $134,475-66.6% |
| Participation rate | 70.0% | 79.5%-9.5pp | 73.3%-3.3pp | 81.2%-11.2pp |
| Annual return | -19.72% | 42.03%-61.8pp | 24.61%-44.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,064 | $4,184-74.6% | $3,372-68.4% | $4,740-77.5% |
| Participant deferral / active EE | $1,189 | $5,588-78.7% | $4,625-74.3% | $6,400-81.4% |
| Admin fee / account holder | $74 | $9,323-99.2% | $7,339-99.0% | $11,426-99.4% |