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 | $18,711 | $69,207-73.0% | $64,056-70.8% | $139,434-86.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.83% | 45.88%-32.1pp | 33.69%-19.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $715 | $3,182-77.5% | $2,747-74.0% | $4,751-84.9% |
| Participant deferral / active EE | $715 | $4,682-84.7% | $3,880-81.6% | $6,710-89.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |