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 | $35,745 | $80,968-55.9% | $96,544-63.0% | $75,163-52.4% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 13.08% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,305 | $2,282-42.8% | $2,965-56.0% | $2,670-51.1% |
| Participant deferral / active EE | $1,439 | $3,928-63.4% | $4,851-70.3% | $4,125-65.1% |
| Admin fee / account holder | $46 | $6,724-99.3% | $8,252-99.4% | $5,651-99.2% |