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 | $20,306 | $105,998-80.8% | $92,233-78.0% | $147,584-86.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.83% | 50.05%-39.2pp | 176.28%-165.5pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,333 | $4,333-23.1% | $3,679-9.4% | $4,876-31.6% |
| Participant deferral / active EE | $397 | $4,478-91.1% | $3,897-89.8% | $5,439-92.7% |
| Admin fee / account holder | $130 | $6,332-98.0% | $5,194-97.5% | $10,885-98.8% |