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 | $53,668 | $112,881-52.5% | $90,951-41.0% | $158,922-66.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.49% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,750 | $2,893-5.0% | $2,122+29.6% | $4,761-42.2% |
| Participant deferral / active EE | $149 | $4,128-96.4% | $3,373-95.6% | $5,982-97.5% |
| Admin fee / account holder | $222 | $8,041-97.2% | $5,959-96.3% | $11,246-98.0% |