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 | $16,531 | $43,327-61.8% | $59,878-72.4% | $64,186-74.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 6.84% | -1.55%+8.4pp | 3.46%+3.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $816 | $2,028-59.8% | $2,722-70.0% | $2,381-65.7% |
| Participant deferral / active EE | $427 | $2,546-83.2% | $3,402-87.4% | $3,470-87.7% |
| Admin fee / account holder | $229 | $3,005-92.4% | $3,590-93.6% | $4,888-95.3% |