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 | $21,746 | $69,207-68.6% | $64,056-66.1% | $139,434-84.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.48% | 45.88%-26.4pp | 33.69%-14.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,520 | $3,182-20.8% | $2,747-8.2% | $4,751-47.0% |
| Participant deferral / active EE | $538 | $4,682-88.5% | $3,880-86.1% | $6,710-92.0% |
| Admin fee / account holder | $161 | $4,244-96.2% | $3,068-94.8% | $11,403-98.6% |