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 | $27,191 | $61,660-55.9% | $80,019-66.0% | $64,186-57.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.63% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,724 | $1,810-4.8% | $2,468-30.1% | $2,381-27.6% |
| Participant deferral / active EE | $526 | $2,968-82.3% | $3,686-85.7% | $3,470-84.8% |
| Admin fee / account holder | $262 | $5,417-95.2% | $6,521-96.0% | $4,888-94.6% |