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 | $45,456 | $90,600-49.8% | $79,464-42.8% | $135,375-66.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.72% | 977.43%-971.7pp | 718.14%-712.4pp | 519.73%-514.0pp |
| Employer contribution / active EE | $1,984 | $3,068-35.3% | $2,800-29.2% | $4,779-58.5% |
| Participant deferral / active EE | $208 | $4,050-94.9% | $3,704-94.4% | $5,609-96.3% |
| Admin fee / account holder | $62 | $5,907-99.0% | $5,113-98.8% | $10,827-99.4% |