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 | $30,159 | $135,952-77.8% | $123,892-75.7% | $273,961-89.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.27% | 56.63%-51.4pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,028 | $5,170-80.1% | $4,617-77.7% | $4,869-78.9% |
| Participant deferral / active EE | $1,646 | $6,343-74.1% | $5,984-72.5% | $5,287-68.9% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |