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 | $7,478 | $88,751-91.6% | $81,812-90.9% | $145,922-94.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.91% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,649 | $3,083-46.5% | $2,912-43.4% | $4,660-64.6% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $54 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |