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 | $22,867 | $127,386-82.0% | $115,037-80.1% | $125,391-81.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.09% | 31.28%-34.4pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $2,750 | $5,166-46.8% | $4,608-40.3% | $4,866-43.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $240 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |