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 | $10,875 | $111,814-90.3% | $103,374-89.5% | $145,959-92.5% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.05% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $350 | $5,618-93.8% | $5,058-93.1% | $6,689-94.8% |
| Admin fee / account holder | $218 | $9,754-97.8% | $8,394-97.4% | $13,398-98.4% |