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 | $19,405 | $115,882-83.3% | $100,516-80.7% | $158,922-87.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.82% | 34.79%-20.0pp | 30.89%-16.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,915 | $4,103-53.3% | $3,418-44.0% | $4,761-59.8% |
| Participant deferral / active EE | $1,714 | $6,674-74.3% | $6,270-72.7% | $5,982-71.4% |
| Admin fee / account holder | $177 | $10,995-98.4% | $8,081-97.8% | $11,246-98.4% |