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 | $35,276 | $67,214-47.5% | $61,491-42.6% | $134,475-73.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | -12.08%-5.4pp | -12.98%-4.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,380 | $4,974-32.0% | $4,246-20.4% | $4,740-28.7% |
| Participant deferral / active EE | $1,246 | $6,103-79.6% | $5,188-76.0% | $6,400-80.5% |
| Admin fee / account holder | $206 | $4,610-95.5% | $4,312-95.2% | $11,426-98.2% |