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 | $41,653 | $84,696-50.8% | $75,696-45.0% | $167,490-75.1% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.8%-0.9pp | 82.1%-8.2pp |
| Annual return | 10.23% | 199.36%-189.1pp | 104.53%-94.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,034 | $3,230-68.0% | $2,743-62.3% | $4,837-78.6% |
| Participant deferral / active EE | $502 | $4,580-89.0% | $3,821-86.9% | $6,341-92.1% |
| Admin fee / account holder | $36 | $5,355-99.3% | $3,619-99.0% | $12,309-99.7% |