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 | $133,475 | $97,757+36.5% | $83,848+59.2% | $135,375-1.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.96% | 1287.37%-1288.3pp | 850.88%-851.8pp | 519.73%-520.7pp |
| Employer contribution / active EE | $7,083 | $4,222+67.8% | $3,631+95.1% | $4,779+48.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $52 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |