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 | $53,022 | $160,055-66.9% | $140,016-62.1% | $135,375-60.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.58% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,260 | $6,420-64.8% | $5,606-59.7% | $4,779-52.7% |
| Participant deferral / active EE | $2,164 | $7,642-71.7% | $6,927-68.8% | $5,609-61.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |