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 | $82,372 | $138,044-40.3% | $125,339-34.3% | $134,475-38.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -3.50% | 750.33%-753.8pp | 572.05%-575.5pp | 417.96%-421.5pp |
| Employer contribution / active EE | $1,542 | $5,243-70.6% | $4,814-68.0% | $4,740-67.5% |
| Participant deferral / active EE | $1,895 | $7,799-75.7% | $7,446-74.6% | $6,400-70.4% |
| Admin fee / account holder | $61 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |