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 | $28,593 | $115,882-75.3% | $100,516-71.6% | $158,922-82.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.43% | 34.79%-12.4pp | 30.89%-8.5pp | 302.83%-280.4pp |
| Employer contribution / active EE | $5,186 | $4,103+26.4% | $3,418+51.7% | $4,761+8.9% |
| Participant deferral / active EE | $1,421 | $6,674-78.7% | $6,270-77.3% | $5,982-76.3% |
| Admin fee / account holder | $70 | $10,995-99.4% | $8,081-99.1% | $11,246-99.4% |