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 | $23,087 | $49,227-53.1% | $70,449-67.2% | $79,858-71.1% |
| Participation rate | 76.5% | 69.2%+7.3pp | 75.1%+1.4pp | 69.6%+6.8pp |
| Annual return | 12.25% | 30.06%-17.8pp | 109.03%-96.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $128 | $2,768-95.4% | $3,709-96.5% | $3,740-96.6% |
| Admin fee / account holder | $42 | $2,878-98.5% | $3,845-98.9% | $5,306-99.2% |