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 | $25,140 | $167,307-85.0% | $143,757-82.5% | $134,475-81.3% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -4.44% | 0.46%-4.9pp | -0.04%-4.4pp | 417.96%-422.4pp |
| Employer contribution / active EE | $3,513 | $5,619-37.5% | $4,951-29.1% | $4,740-25.9% |
| Participant deferral / active EE | $1,646 | $6,446-74.5% | $5,637-70.8% | $6,400-74.3% |
| Admin fee / account holder | $161 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |