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 | $49,462 | $83,908-41.1% | $68,509-27.8% | $125,391-60.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.46% | 14.48%-15.9pp | 8.27%-9.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,411 | $3,031-53.5% | $2,278-38.1% | $4,866-71.0% |
| Participant deferral / active EE | $1,069 | $4,125-74.1% | $3,382-68.4% | $5,352-80.0% |
| Admin fee / account holder | $78 | $8,982-99.1% | $5,275-98.5% | $9,540-99.2% |