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 | $23,518 | $53,018-55.6% | $70,014-66.4% | $62,891-62.6% |
| Participation rate | 72.7% | 67.2%+5.5pp | 71.8%+0.9pp | 69.3%+3.4pp |
| Annual return | 0.00% | 13.35%-13.3pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $405 | $2,395-83.1% | $2,931-86.2% | $3,203-87.3% |
| Admin fee / account holder | $241 | $3,690-93.5% | $4,380-94.5% | $4,296-94.4% |