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 | $59,240 | $167,307-64.6% | $143,757-58.8% | $134,475-55.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.36% | 0.46%-7.8pp | -0.04%-7.3pp | 417.96%-425.3pp |
| Employer contribution / active EE | $2,013 | $5,619-64.2% | $4,951-59.3% | $4,740-57.5% |
| Participant deferral / active EE | $1,092 | $6,446-83.1% | $5,637-80.6% | $6,400-82.9% |
| Admin fee / account holder | $51 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |