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 | $16,901 | $57,281-70.5% | $86,612-80.5% | $75,163-77.5% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 19.81% | 2670.75%-2650.9pp | 591.07%-571.3pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,771 | $2,314-23.5% | $3,022-41.4% | $2,670-33.6% |
| Participant deferral / active EE | $783 | $3,318-76.4% | $4,438-82.4% | $4,125-81.0% |
| Admin fee / account holder | $96 | $4,112-97.7% | $5,614-98.3% | $5,651-98.3% |