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 | $19,138 | $167,307-88.6% | $143,757-86.7% | $134,475-85.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.95% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,288 | $5,619-59.3% | $4,951-53.8% | $4,740-51.7% |
| Participant deferral / active EE | $883 | $6,446-86.3% | $5,637-84.3% | $6,400-86.2% |
| Admin fee / account holder | $176 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |