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 | $22,376 | $93,071-76.0% | $74,583-70.0% | $273,961-91.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.77% | 26.18%-21.4pp | 20.47%-15.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $389 | $3,160-87.7% | $2,525-84.6% | $4,869-92.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $5,272-99.8% | $4,138-99.8% | $10,132-99.9% |