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 | $71,367 | $163,101-56.2% | $136,749-47.8% | $142,382-49.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 12.99% | 27.54%-14.6pp | 24.33%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,192 | $4,117-46.8% | $3,400-35.5% | $4,299-49.0% |
| Participant deferral / active EE | $785 | $5,585-85.9% | $4,692-83.3% | $6,507-87.9% |
| Admin fee / account holder | $77 | $14,318-99.5% | $11,386-99.3% | $12,624-99.4% |