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 | $39,833 | $106,515-62.6% | $96,683-58.8% | $139,434-71.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.95% | 38.43%-22.5pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $8,367 | $4,103+103.9% | $3,737+123.9% | $4,751+76.1% |
| Participant deferral / active EE | $138 | $5,454-97.5% | $4,878-97.2% | $6,710-97.9% |
| Admin fee / account holder | $90 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |