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 | $46,281 | $97,757-52.7% | $83,848-44.8% | $135,375-65.8% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | 4.20% | 1287.37%-1283.2pp | 850.88%-846.7pp | 519.73%-515.5pp |
| Employer contribution / active EE | $815 | $4,222-80.7% | $3,631-77.6% | $4,779-83.0% |
| Participant deferral / active EE | $815 | $4,682-82.6% | $4,082-80.0% | $5,609-85.5% |
| Admin fee / account holder | $120 | $6,674-98.2% | $5,478-97.8% | $10,827-98.9% |