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 | $147,073 | $133,958+9.8% | $112,228+31.0% | $134,475+9.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.29% | 47.11%-44.8pp | 27.45%-25.2pp | 417.96%-415.7pp |
| Employer contribution / active EE | $2,500 | $4,038-38.1% | $3,635-31.2% | $4,740-47.3% |
| Participant deferral / active EE | $794 | $5,291-85.0% | $4,728-83.2% | $6,400-87.6% |
| Admin fee / account holder | $207 | $7,489-97.2% | $6,410-96.8% | $11,426-98.2% |