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 | $63,073 | $115,882-45.6% | $100,516-37.3% | $158,922-60.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 12.56% | 34.79%-22.2pp | 30.89%-18.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,167 | $4,103-47.2% | $3,418-36.6% | $4,761-54.5% |
| Participant deferral / active EE | $1,659 | $6,674-75.1% | $6,270-73.5% | $5,982-72.3% |
| Admin fee / account holder | $140 | $10,995-98.7% | $8,081-98.3% | $11,246-98.8% |