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 | $24,807 | $226,064-89.0% | $182,532-86.4% | $152,861-83.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.67% | 192.51%-174.8pp | 148.54%-130.9pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,725 | $4,978-25.2% | $4,076-8.6% | $4,762-21.8% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $68 | $10,703-99.4% | $8,592-99.2% | $11,596-99.4% |