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 | $38,134 | $138,065-72.4% | $123,544-69.1% | $135,375-71.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.50% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,782 | $5,151-65.4% | $4,628-61.5% | $4,779-62.7% |
| Participant deferral / active EE | $1,845 | $6,799-72.9% | $6,426-71.3% | $5,609-67.1% |
| Admin fee / account holder | $99 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |