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 | $22,465 | $165,984-86.5% | $164,813-86.4% | $145,922-84.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,990 | $5,273-24.3% | $4,341-8.1% | $4,660-14.4% |
| Participant deferral / active EE | $1,769 | $6,959-74.6% | $6,031-70.7% | $6,688-73.5% |
| Admin fee / account holder | $139 | $16,648-99.2% | $12,690-98.9% | $13,397-99.0% |