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 | $40,134 | $152,460-73.7% | $118,746-66.2% | $147,584-72.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 10.01% | 17.41%-7.4pp | 24.54%-14.5pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,578 | $5,046-68.7% | $4,193-62.4% | $4,876-67.6% |
| Participant deferral / active EE | $154 | $6,212-97.5% | $5,332-97.1% | $5,439-97.2% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |