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 | $64,022 | $93,346-31.4% | $71,796-10.8% | $273,961-76.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.18% | 130.39%-119.2pp | 78.04%-66.9pp | 41.45%-30.3pp |
| Employer contribution / active EE | $4,167 | $2,733+52.4% | $1,924+116.5% | $4,869-14.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $166 | $6,571-97.5% | $4,815-96.6% | $10,132-98.4% |