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 | $61,008 | $96,484-36.8% | $75,886-19.6% | $152,861-60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.06% | 33.98%-11.9pp | 30.76%-8.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,333 | $3,309+0.7% | $2,500+33.3% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $25 | $8,078-99.7% | $5,418-99.5% | $11,596-99.8% |