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 4-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 | $31,051 | $154,117-79.9% | $129,995-76.1% | $139,434-77.7% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 15.04% | 32.48%-17.4pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,542 | $5,289-70.8% | $4,320-64.3% | $4,751-67.5% |
| Participant deferral / active EE | $1,878 | $6,710-72.0% | $5,820-67.7% | $6,710-72.0% |
| Admin fee / account holder | $196 | $14,007-98.6% | $10,614-98.2% | $11,403-98.3% |