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 | $24,371 | $155,788-84.4% | $124,672-80.5% | $167,490-85.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.70% | 17.97%+1.7pp | 5142.93%-5123.2pp | 478.56%-458.9pp |
| Employer contribution / active EE | $4,106 | $4,163-1.4% | $3,324+23.6% | $4,837-15.1% |
| Participant deferral / active EE | $845 | $5,673-85.1% | $4,614-81.7% | $6,341-86.7% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |