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 | $96,398 | $105,126-8.3% | $94,646+1.9% | $139,434-30.9% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 17.99% | 38.03%-20.0pp | 156.71%-138.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $522 | $4,106-87.3% | $3,672-85.8% | $4,751-89.0% |
| Participant deferral / active EE | $1,739 | $7,599-77.1% | $7,418-76.6% | $6,710-74.1% |
| Admin fee / account holder | $47 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |