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 | $17,060 | $104,907-83.7% | $84,611-79.8% | $152,861-88.8% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 20.66% | 373.79%-353.1pp | 258.74%-238.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $903 | $3,302-72.6% | $2,652-65.9% | $4,762-81.0% |
| Participant deferral / active EE | $667 | $4,688-85.8% | $3,899-82.9% | $5,850-88.6% |
| Admin fee / account holder | $248 | $6,241-96.0% | $4,912-95.0% | $11,596-97.9% |