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 | $21,521 | $48,076-55.2% | $78,689-72.7% | $62,891-65.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.39% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $896 | $2,015-55.5% | $2,851-68.6% | $2,281-60.7% |
| Participant deferral / active EE | $668 | $2,588-74.2% | $3,517-81.0% | $3,203-79.1% |
| Admin fee / account holder | $208 | $3,207-93.5% | $4,510-95.4% | $4,296-95.1% |