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 | $25,657 | $115,770-77.8% | $101,248-74.7% | $158,922-83.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.80% | 56.14%-38.3pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,394 | $4,175-66.6% | $3,660-61.9% | $4,761-70.7% |
| Participant deferral / active EE | $349 | $4,957-93.0% | $4,370-92.0% | $5,982-94.2% |
| Admin fee / account holder | $254 | $7,245-96.5% | $5,945-95.7% | $11,246-97.7% |