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 | $23,545 | $183,519-87.2% | $155,509-84.9% | $145,922-83.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,123 | $5,313-78.9% | $4,672-76.0% | $4,660-75.9% |
| Participant deferral / active EE | $1,503 | $6,462-76.7% | $5,626-73.3% | $6,688-77.5% |
| Admin fee / account holder | $52 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |