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 | $27,402 | $100,773-72.8% | $88,946-69.2% | $142,382-80.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.21% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $531 | $2,918-81.8% | $2,555-79.2% | $4,299-87.6% |
| Participant deferral / active EE | $531 | $5,230-89.8% | $4,581-88.4% | $6,507-91.8% |
| Admin fee / account holder | $108 | $9,693-98.9% | $8,261-98.7% | $12,624-99.1% |