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 | $20,462 | $111,814-81.7% | $103,374-80.2% | $145,959-86.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.41% | 24.77%-14.4pp | 24.89%-14.5pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,335 | $4,214-68.3% | $3,869-65.5% | $4,661-71.4% |
| Participant deferral / active EE | $794 | $5,618-85.9% | $5,058-84.3% | $6,689-88.1% |
| Admin fee / account holder | $235 | $9,754-97.6% | $8,394-97.2% | $13,398-98.2% |