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 | $67,054 | $99,079-32.3% | $77,999-14.0% | $273,961-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.68% | 217.93%-211.2pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,143 | $3,308-35.2% | $2,470-13.2% | $4,869-56.0% |
| Participant deferral / active EE | $516 | $4,306-88.0% | $3,497-85.2% | $5,287-90.2% |
| Admin fee / account holder | $112 | $8,954-98.7% | $5,480-97.9% | $10,132-98.9% |