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 | $23,775 | $72,071-67.0% | $68,368-65.2% | $137,256-82.7% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 13.80% | 353.14%-339.3pp | 292.57%-278.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,400 | $2,788-13.9% | $2,649-9.4% | $4,156-42.3% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $192 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |