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 | $19,357 | $99,020-80.5% | $86,590-77.6% | $147,584-86.9% |
| Participation rate | 91.3% | 76.3%+15.0pp | 73.5%+17.8pp | 82.8%+8.5pp |
| Annual return | 16.88% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,830 | $3,132-9.6% | $2,839-0.3% | $4,876-42.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $179 | $5,710-96.9% | $4,906-96.4% | $10,885-98.4% |