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 | $30,498 | $60,124-49.3% | $90,404-66.3% | $79,858-61.8% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 24.35% | 71.94%-47.6pp | 1293.02%-1268.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $4,098 | $2,068+98.2% | $3,262+25.6% | $2,471+65.9% |
| Participant deferral / active EE | $27 | $2,938-99.1% | $3,963-99.3% | $3,740-99.3% |
| Admin fee / account holder | $264 | $3,976-93.4% | $5,611-95.3% | $5,306-95.0% |