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 | $58,251 | $116,175-49.9% | $93,606-37.8% | $152,861-61.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.89% | 35.96%-13.1pp | 32.76%-9.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,604 | $3,218-50.2% | $2,718-41.0% | $4,762-66.3% |
| Participant deferral / active EE | $123 | $4,603-97.3% | $4,069-97.0% | $5,850-97.9% |
| Admin fee / account holder | $8 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |