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 | $30,443 | $112,096-72.8% | $95,952-68.3% | $158,922-80.8% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 11.87% | 171.09%-159.2pp | 91.61%-79.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $960 | $3,198-70.0% | $2,541-62.2% | $4,761-79.8% |
| Participant deferral / active EE | $602 | $4,784-87.4% | $4,167-85.5% | $5,982-89.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |