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 | $32,955 | $88,583-62.8% | $88,497-62.8% | $273,961-88.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.24% | 5.68%-0.4pp | 7.63%-2.4pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,690 | $4,502-40.3% | $4,036-33.4% | $4,869-44.7% |
| Participant deferral / active EE | $600 | $4,891-87.7% | $4,899-87.8% | $5,287-88.7% |
| Admin fee / account holder | $53 | $8,980-99.4% | $6,220-99.1% | $10,132-99.5% |