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 | $132,065 | $99,652+32.5% | $78,778+67.6% | $147,584-10.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.09% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,123 | $2,796-59.8% | $1,986-43.5% | $4,876-77.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8 | $7,155-99.9% | $5,134-99.8% | $10,885-99.9% |