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 | $35,260 | $104,251-66.2% | $91,001-61.3% | $147,584-76.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.18% | 27.06%-5.9pp | 4.60%+16.6pp | 578.55%-557.4pp |
| Employer contribution / active EE | $928 | $3,116-70.2% | $2,456-62.2% | $4,876-81.0% |
| Participant deferral / active EE | $1,089 | $4,195-74.0% | $3,547-69.3% | $5,439-80.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |