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 | $30,029 | $157,256-80.9% | $141,162-78.7% | $152,861-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.71% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,369 | $5,261-74.0% | $4,735-71.1% | $4,762-71.2% |
| Participant deferral / active EE | $1,636 | $7,109-77.0% | $6,709-75.6% | $5,850-72.0% |
| Admin fee / account holder | $99 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |