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 | $39,836 | $105,859-62.4% | $90,160-55.8% | $147,584-73.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.84% | 37.63%-22.8pp | 34.88%-20.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,536 | $4,126-14.3% | $3,318+6.6% | $4,876-27.5% |
| Participant deferral / active EE | $1,484 | $5,733-74.1% | $5,288-71.9% | $5,439-72.7% |
| Admin fee / account holder | $153 | $8,046-98.1% | $5,943-97.4% | $10,885-98.6% |