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 | $43,813 | $153,772-71.5% | $133,980-67.3% | $273,961-84.0% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 7.08% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,047 | $6,029-66.1% | $5,211-60.7% | $4,869-58.0% |
| Participant deferral / active EE | $2,102 | $6,958-69.8% | $6,282-66.5% | $5,287-60.3% |
| Admin fee / account holder | $187 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |