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 | $20,868 | $102,966-79.7% | $90,281-76.9% | $152,861-86.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.04% | 95.16%-80.1pp | 78.10%-63.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $4,452 | $3,139+41.8% | $2,854+56.0% | $4,762-6.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $142 | $6,171-97.7% | $5,351-97.3% | $11,596-98.8% |