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 | $110,090 | $167,307-34.2% | $143,757-23.4% | $134,475-18.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.72% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $10,440 | $5,619+85.8% | $4,951+110.9% | $4,740+120.3% |
| Participant deferral / active EE | $92 | $6,446-98.6% | $5,637-98.4% | $6,400-98.6% |
| Admin fee / account holder | $47 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |