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 | $33,591 | $127,386-73.6% | $115,037-70.8% | $125,391-73.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.42% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $5,000 | $5,166-3.2% | $4,608+8.5% | $4,866+2.8% |
| Participant deferral / active EE | $1,464 | $6,423-77.2% | $6,026-75.7% | $5,352-72.6% |
| Admin fee / account holder | $105 | $9,516-98.9% | $8,175-98.7% | $9,540-98.9% |