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 | $48,209 | $127,386-62.2% | $115,037-58.1% | $125,391-61.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.65% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,365 | $5,166-73.6% | $4,608-70.4% | $4,866-71.9% |
| Participant deferral / active EE | $916 | $6,423-85.7% | $6,026-84.8% | $5,352-82.9% |
| Admin fee / account holder | $85 | $9,516-99.1% | $8,175-99.0% | $9,540-99.1% |