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 | $34,452 | $82,664-58.3% | $125,339-72.5% | $68,494-49.7% |
| Participation rate | 78.4% | 75.0%+3.3pp | 82.4%-4.0pp | 67.9%+10.5pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,275 | $3,381-62.3% | $4,814-73.5% | $2,596-50.9% |
| Participant deferral / active EE | $1,764 | $6,110-71.1% | $7,446-76.3% | $4,027-56.2% |
| Admin fee / account holder | $219 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |