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 | $21,954 | $138,065-84.1% | $123,544-82.2% | $135,375-83.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.33% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,564 | $5,151-69.6% | $4,628-66.2% | $4,779-67.3% |
| Participant deferral / active EE | $1,904 | $6,799-72.0% | $6,426-70.4% | $5,609-66.0% |
| Admin fee / account holder | $190 | $10,916-98.3% | $9,284-98.0% | $10,827-98.2% |