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 | $29,757 | $106,515-72.1% | $96,683-69.2% | $139,434-78.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.87% | 38.43%-13.6pp | 35.69%-10.8pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,557 | $4,103-37.7% | $3,737-31.6% | $4,751-46.2% |
| Participant deferral / active EE | $769 | $5,454-85.9% | $4,878-84.2% | $6,710-88.5% |
| Admin fee / account holder | $44 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |