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 | $25,177 | $95,971-73.8% | $74,550-66.2% | $135,375-81.4% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -5.53% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $406 | $2,716-85.1% | $1,961-79.3% | $4,779-91.5% |
| Participant deferral / active EE | $538 | $3,843-86.0% | $3,108-82.7% | $5,609-90.4% |
| Admin fee / account holder | $273 | $6,522-95.8% | $5,060-94.6% | $10,827-97.5% |