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 | $26,459 | $135,952-80.5% | $123,892-78.6% | $273,961-90.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.10% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $9,290 | $5,170+79.7% | $4,617+101.2% | $4,869+90.8% |
| Participant deferral / active EE | $223 | $6,343-96.5% | $5,984-96.3% | $5,287-95.8% |
| Admin fee / account holder | $170 | $9,817-98.3% | $8,357-98.0% | $10,132-98.3% |