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 | $34,487 | $87,135-60.4% | $206,214-83.3% | $116,875-70.5% |
| Participation rate | 97.8% | 76.8%+21.0pp | 82.4%+15.4pp | 74.5%+23.2pp |
| Annual return | 25.39% | 22.51%+2.9pp | -1.60%+27.0pp | 16.29%+9.1pp |
| Employer contribution / active EE | $2,095 | $3,046-31.2% | $5,967-64.9% | $3,288-36.3% |
| Participant deferral / active EE | $0 | $3,898-100.0% | $4,649-100.0% | $3,885-100.0% |
| Admin fee / account holder | $285 | $8,630-96.7% | $13,671-97.9% | $12,263-97.7% |