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 | $24,941 | $135,952-81.7% | $123,892-79.9% | $273,961-90.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 5.41% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,514 | $5,170-70.7% | $4,617-67.2% | $4,869-68.9% |
| Participant deferral / active EE | $33 | $6,343-99.5% | $5,984-99.5% | $5,287-99.4% |
| Admin fee / account holder | $251 | $9,817-97.4% | $8,357-97.0% | $10,132-97.5% |