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 | $23,786 | $100,754-76.4% | $86,677-72.6% | $134,475-82.3% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -11.45% | 29.04%-40.5pp | 35.91%-47.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $3,750 | $3,489+7.5% | $2,836+32.2% | $4,740-20.9% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $192 | $10,926-98.2% | $7,493-97.4% | $11,426-98.3% |