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 | $59,206 | $110,257-46.3% | $96,544-38.7% | $139,434-57.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.01% | 26.32%-14.3pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,508 | $3,620-58.3% | $2,965-49.1% | $4,751-68.3% |
| Participant deferral / active EE | $1,622 | $5,548-70.8% | $4,851-66.6% | $6,710-75.8% |
| Admin fee / account holder | $154 | $11,591-98.7% | $8,252-98.1% | $11,403-98.6% |