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 | $35,594 | $110,094-67.7% | $151,611-76.5% | $68,494-48.0% |
| Participation rate | 94.1% | 84.0%+10.2pp | 87.5%+6.6pp | 67.9%+26.2pp |
| Annual return | -11.65% | -10.12%-1.5pp | 3.33%-15.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,395 | $4,471-46.4% | $6,166-61.2% | $2,596-7.7% |
| Participant deferral / active EE | $2,168 | $6,527-66.8% | $8,363-74.1% | $4,027-46.2% |
| Admin fee / account holder | $162 | $7,719-97.9% | $11,616-98.6% | $5,403-97.0% |