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 | $157,238 | $181,894-13.6% | $156,549+0.4% | $273,961-42.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.77% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $8,775 | $6,248+40.5% | $5,501+59.5% | $4,869+80.2% |
| Participant deferral / active EE | $857 | $5,550-84.6% | $4,871-82.4% | $5,287-83.8% |
| Admin fee / account holder | $24 | $15,559-99.8% | $13,027-99.8% | $10,132-99.8% |