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 | $9,914 | $81,248-87.8% | $155,509-93.6% | $80,856-87.7% |
| Participation rate | 71.9% | 66.2%+5.6pp | 78.2%-6.3pp | 67.6%+4.2pp |
| Annual return | 11.04% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $941 | $3,100-69.6% | $4,672-79.9% | $2,755-65.8% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $219 | $7,997-97.3% | $15,912-98.6% | $6,918-96.8% |