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 | $14,194 | $111,754-87.3% | $103,333-86.3% | $145,922-90.3% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 11.44% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,039 | $4,212-75.3% | $3,868-73.1% | $4,660-77.7% |
| Participant deferral / active EE | $757 | $5,619-86.5% | $5,057-85.0% | $6,688-88.7% |
| Admin fee / account holder | $173 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |