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 | $79,384 | $142,405-44.3% | $115,157-31.1% | $152,861-48.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.68% | 41.48%-16.8pp | 35.60%-10.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $12,234 | $4,010+205.1% | $3,179+284.9% | $4,762+156.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $55 | $8,462-99.4% | $7,088-99.2% | $11,596-99.5% |