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 | $25,596 | $102,966-75.1% | $90,281-71.6% | $152,861-83.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.63% | 95.16%-74.5pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $529 | $3,139-83.1% | $2,854-81.5% | $4,762-88.9% |
| Participant deferral / active EE | $529 | $4,281-87.6% | $3,885-86.4% | $5,850-91.0% |
| Admin fee / account holder | $258 | $6,171-95.8% | $5,351-95.2% | $11,596-97.8% |