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 | $24,845 | $99,652-75.1% | $78,778-68.5% | $147,584-83.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 8.33% | 47.28%-39.0pp | 35.62%-27.3pp | 578.55%-570.2pp |
| Employer contribution / active EE | $7,687 | $2,796+175.0% | $1,986+287.1% | $4,876+57.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $176 | $7,155-97.5% | $5,134-96.6% | $10,885-98.4% |