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 | $21,552 | $99,918-78.4% | $81,382-73.5% | $145,922-85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.30% | 34.32%-23.0pp | 24.73%-13.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,813 | $2,978-5.5% | $2,463+14.2% | $4,660-39.6% |
| Participant deferral / active EE | $679 | $4,605-85.3% | $3,883-82.5% | $6,688-89.9% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |