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 | $22,436 | $138,065-83.7% | $123,544-81.8% | $135,375-83.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.13% | 153.68%-153.6pp | 119.20%-119.1pp | 519.73%-519.6pp |
| Employer contribution / active EE | $2,941 | $5,151-42.9% | $4,628-36.4% | $4,779-38.5% |
| Participant deferral / active EE | $1,200 | $6,799-82.4% | $6,426-81.3% | $5,609-78.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |