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 | $17,420 | $76,000-77.1% | $154,107-88.7% | $64,186-72.9% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | 9.42% | 30.32%-20.9pp | 735.12%-725.7pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,451 | $3,351-56.7% | $5,298-72.6% | $2,381-39.1% |
| Participant deferral / active EE | $639 | $3,175-79.9% | $5,081-87.4% | $3,470-81.6% |
| Admin fee / account holder | $152 | $5,596-97.3% | $13,411-98.9% | $4,888-96.9% |