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 | $35,114 | $64,307-45.4% | $57,343-38.8% | $125,391-72.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.27% | 25.12%-26.4pp | 24.39%-25.7pp | 282.22%-283.5pp |
| Employer contribution / active EE | $6,344 | $3,193+98.7% | $2,689+136.0% | $4,866+30.4% |
| Participant deferral / active EE | $302 | $3,848-92.2% | $3,162-90.5% | $5,352-94.4% |
| Admin fee / account holder | $4 | $5,242-99.9% | $3,356-99.9% | $9,540-100.0% |