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 | $42,867 | $65,685-34.7% | $57,179-25.0% | $273,961-84.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.32% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $607 | $3,279-81.5% | $2,682-77.4% | $4,869-87.5% |
| Participant deferral / active EE | $607 | $3,782-84.0% | $3,096-80.4% | $5,287-88.5% |
| Admin fee / account holder | $15 | $4,835-99.7% | $3,139-99.5% | $10,132-99.9% |