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 | $144,968 | $135,952+6.6% | $123,892+17.0% | $273,961-47.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,099 | $5,170-78.7% | $4,617-76.2% | $4,869-77.4% |
| Participant deferral / active EE | $1,250 | $6,343-80.3% | $5,984-79.1% | $5,287-76.4% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |