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 | $20,997 | $53,127-60.5% | $86,590-75.8% | $70,131-70.1% |
| Participation rate | 88.6% | 65.3%+23.3pp | 73.5%+15.0pp | 69.5%+19.0pp |
| Annual return | 15.14% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $4,533 | $2,068+119.2% | $2,839+59.7% | $2,342+93.5% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $234 | $3,585-93.5% | $4,906-95.2% | $4,645-95.0% |