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 | $19,078 | $84,695-77.5% | $73,843-74.2% | $125,391-84.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.34% | 3123.53%-3122.2pp | 2267.84%-2266.5pp | 282.22%-280.9pp |
| Employer contribution / active EE | $5,537 | $3,123+77.3% | $2,787+98.6% | $4,866+13.8% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $264 | $5,691-95.4% | $4,880-94.6% | $9,540-97.2% |