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 | $25,697 | $59,443-56.8% | $70,164-63.4% | $75,163-65.8% |
| Participation rate | 92.3% | 71.6%+20.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 16.71% | 18.53%-1.8pp | 18.87%-2.2pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,243 | $3,306-32.2% | $4,287-47.7% | $2,670-16.0% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $5,395-100.0% | $4,125-100.0% |
| Admin fee / account holder | $221 | $4,397-95.0% | $4,561-95.2% | $5,651-96.1% |