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 | $16,788 | $91,190-81.6% | $178,490-90.6% | $79,858-79.0% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.8pp |
| Annual return | 19.80% | 24.19%-4.4pp | 151.07%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,199 | $3,256-63.2% | $5,011-76.1% | $2,471-51.5% |
| Participant deferral / active EE | $787 | $3,236-75.7% | $5,202-84.9% | $3,740-79.0% |
| Admin fee / account holder | $36 | $6,751-99.5% | $13,984-99.7% | $5,306-99.3% |