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 | $22,081 | $138,065-84.0% | $123,544-82.1% | $135,375-83.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.36% | 153.68%-150.3pp | 119.20%-115.8pp | 519.73%-516.4pp |
| Employer contribution / active EE | $1,612 | $5,151-68.7% | $4,628-65.2% | $4,779-66.3% |
| Participant deferral / active EE | $1,963 | $6,799-71.1% | $6,426-69.4% | $5,609-65.0% |
| Admin fee / account holder | $221 | $10,916-98.0% | $9,284-97.6% | $10,827-98.0% |