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 | $18,871 | $39,122-51.8% | $57,179-67.0% | $62,891-70.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.04% | 9.23%-6.2pp | 14.59%-11.5pp | 20.14%-17.1pp |
| Employer contribution / active EE | $775 | $1,874-58.6% | $2,682-71.1% | $2,281-66.0% |
| Participant deferral / active EE | $639 | $2,374-73.1% | $3,096-79.4% | $3,203-80.0% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |