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 | $21,404 | $177,572-87.9% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.89% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,705 | $4,810-64.6% | $4,305-60.4% | $4,299-60.3% |
| Participant deferral / active EE | $1,028 | $6,272-83.6% | $5,540-81.4% | $6,507-84.2% |
| Admin fee / account holder | $203 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |