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 | $37,153 | $129,217-71.2% | $93,406-60.2% | $158,922-76.6% |
| Participation rate | 86.7% | 71.0%+15.7pp | 66.8%+19.9pp | 82.0%+4.7pp |
| Annual return | 18.55% | 118.21%-99.7pp | 78.05%-59.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $7,777 | $2,711+186.9% | $2,075+274.8% | $4,761+63.4% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,982-100.0% |
| Admin fee / account holder | $208 | $7,383-97.2% | $5,230-96.0% | $11,246-98.2% |