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 | $63,923 | $105,181-39.2% | $159,436-59.9% | $85,850-25.5% |
| Participation rate | 92.6% | 75.8%+16.9pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 24.64% | 45.07%-20.4pp | 263.57%-238.9pp | 318.53%-293.9pp |
| Employer contribution / active EE | $4,412 | $3,318+33.0% | $4,829-8.6% | $2,565+72.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $151 | $6,933-97.8% | $10,799-98.6% | $6,260-97.6% |