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 | $17,384 | $76,000-77.1% | $154,107-88.7% | $64,186-72.9% |
| Participation rate | 83.8% | 70.4%+13.4pp | 83.0%+0.7pp | 69.6%+14.2pp |
| Annual return | -5.64% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,146 | $3,351-36.0% | $5,298-59.5% | $2,381-9.9% |
| Participant deferral / active EE | $622 | $3,175-80.4% | $5,081-87.8% | $3,470-82.1% |
| Admin fee / account holder | $205 | $5,596-96.3% | $13,411-98.5% | $4,888-95.8% |