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 | $57,847 | $93,571-38.2% | $135,903-57.4% | $75,163-23.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.78% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,449 | $3,537-59.0% | $4,856-70.2% | $2,670-45.7% |
| Participant deferral / active EE | $2,120 | $6,404-66.9% | $7,758-72.7% | $4,125-48.6% |
| Admin fee / account holder | $155 | $6,975-97.8% | $10,762-98.6% | $5,651-97.3% |