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 | $20,957 | $101,069-79.3% | $81,478-74.3% | $147,584-85.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.98% | 32.40%-14.4pp | 38.78%-20.8pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,944 | $3,205+23.1% | $2,568+53.6% | $4,876-19.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $85 | $5,812-98.5% | $4,561-98.1% | $10,885-99.2% |