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 | $31,060 | $167,307-81.4% | $143,757-78.4% | $134,475-76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.19% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,515 | $5,619-37.4% | $4,951-29.0% | $4,740-25.8% |
| Participant deferral / active EE | $1,134 | $6,446-82.4% | $5,637-79.9% | $6,400-82.3% |
| Admin fee / account holder | $173 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |