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 | $47,375 | $99,079-52.2% | $77,999-39.3% | $273,961-82.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.18% | 217.93%-207.7pp | 425.96%-415.8pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,131 | $3,308-65.8% | $2,470-54.2% | $4,869-76.8% |
| Participant deferral / active EE | $436 | $4,306-89.9% | $3,497-87.5% | $5,287-91.8% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |