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 | $37,924 | $110,502-65.7% | $80,716-53.0% | $167,490-77.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.86% | 120.54%-102.7pp | 87.28%-69.4pp | 478.56%-460.7pp |
| Employer contribution / active EE | $26,655 | $1,543+1627.9% | $1,160+2197.8% | $4,837+451.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $129 | $4,545-97.2% | $3,380-96.2% | $12,309-99.0% |