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 | $45,273 | $136,179-66.8% | $98,755-54.2% | $167,490-73.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 10.10% | 67.53%-57.4pp | 49.91%-39.8pp | 478.56%-468.5pp |
| Employer contribution / active EE | $15,857 | $2,631+502.6% | $2,067+667.0% | $4,837+227.8% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,341-100.0% |
| Admin fee / account holder | $239 | $5,031-95.3% | $4,076-94.1% | $12,309-98.1% |