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 | $55,993 | $140,588-60.2% | $123,104-54.5% | $125,391-55.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.75% | 16.80%-17.5pp | 13.22%-14.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,500 | $6,041-75.2% | $5,151-70.9% | $4,866-69.2% |
| Participant deferral / active EE | $1,571 | $6,980-77.5% | $6,230-74.8% | $5,352-70.6% |
| Admin fee / account holder | $8 | $11,198-99.9% | $9,015-99.9% | $9,540-99.9% |