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 6-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 | $28,743 | $167,307-82.8% | $143,757-80.0% | $134,475-78.6% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -15.02% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,637 | $5,619-17.5% | $4,951-6.3% | $4,740-2.2% |
| Participant deferral / active EE | $1,794 | $6,446-72.2% | $5,637-68.2% | $6,400-72.0% |
| Admin fee / account holder | $98 | $18,088-99.5% | $14,673-99.3% | $11,426-99.1% |