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 | $29,925 | $165,984-82.0% | $164,813-81.8% | $145,922-79.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.27% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,307 | $5,273-75.2% | $4,341-69.9% | $4,660-72.0% |
| Participant deferral / active EE | $1,002 | $6,959-85.6% | $6,031-83.4% | $6,688-85.0% |
| Admin fee / account holder | $69 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |