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 | $70,821 | $127,386-44.4% | $115,037-38.4% | $125,391-43.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.66% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,150 | $5,166-39.0% | $4,608-31.6% | $4,866-35.3% |
| Participant deferral / active EE | $1,122 | $6,423-82.5% | $6,026-81.4% | $5,352-79.0% |
| Admin fee / account holder | $261 | $9,516-97.3% | $8,175-96.8% | $9,540-97.3% |