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 | $76,419 | $105,181-27.3% | $159,436-52.1% | $85,850-11.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.43% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $3,901 | $3,318+17.6% | $4,829-19.2% | $2,565+52.1% |
| Participant deferral / active EE | $1,311 | $5,945-77.9% | $7,352-82.2% | $3,952-66.8% |
| Admin fee / account holder | $182 | $6,933-97.4% | $10,799-98.3% | $6,260-97.1% |