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 | $56,580 | $83,908-32.6% | $68,509-17.4% | $125,391-54.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 1.08% | 14.48%-13.4pp | 8.27%-7.2pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,111 | $3,031-63.3% | $2,278-51.2% | $4,866-77.2% |
| Participant deferral / active EE | $800 | $4,125-80.6% | $3,382-76.3% | $5,352-85.1% |
| Admin fee / account holder | $291 | $8,982-96.8% | $5,275-94.5% | $9,540-97.0% |