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 | $41,906 | $181,894-77.0% | $156,549-73.2% | $273,961-84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.31% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,137 | $6,248-49.8% | $5,501-43.0% | $4,869-35.6% |
| Participant deferral / active EE | $1,208 | $5,550-78.2% | $4,871-75.2% | $5,287-77.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |