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 | $46,383 | $111,754-58.5% | $103,333-55.1% | $145,922-68.2% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 16.47% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,363 | $4,212-67.6% | $3,868-64.8% | $4,660-70.7% |
| Participant deferral / active EE | $480 | $5,619-91.5% | $5,057-90.5% | $6,688-92.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |