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 9-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 | $30,784 | $77,813-60.4% | $123,544-75.1% | $64,186-52.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $982 | $3,014-67.4% | $4,628-78.8% | $2,381-58.8% |
| Participant deferral / active EE | $1,176 | $5,240-77.6% | $6,426-81.7% | $3,470-66.1% |
| Admin fee / account holder | $299 | $5,519-94.6% | $9,284-96.8% | $4,888-93.9% |