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 | $37,866 | $108,642-65.1% | $74,701-49.3% | $152,861-75.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.96% | 114.06%-95.1pp | 752.92%-734.0pp | 345.32%-326.4pp |
| Employer contribution / active EE | $579 | $1,503-61.5% | $1,084-46.6% | $4,762-87.8% |
| Participant deferral / active EE | $33 | $2,712-98.8% | $1,964-98.3% | $5,850-99.4% |
| Admin fee / account holder | $57 | $4,902-98.8% | $3,333-98.3% | $11,596-99.5% |