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 | $61,725 | $160,055-61.4% | $140,016-55.9% | $135,375-54.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -6.53% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,995 | $6,420-68.9% | $5,606-64.4% | $4,779-58.3% |
| Participant deferral / active EE | $2,307 | $7,642-69.8% | $6,927-66.7% | $5,609-58.9% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |