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 | $44,415 | $160,055-72.3% | $140,016-68.3% | $135,375-67.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.82% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,045 | $6,420-68.2% | $5,606-63.5% | $4,779-57.2% |
| Participant deferral / active EE | $1,332 | $7,642-82.6% | $6,927-80.8% | $5,609-76.2% |
| Admin fee / account holder | $51 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |