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 | $61,949 | $102,616-39.6% | $81,983-24.4% | $158,922-61.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.27% | 61.04%-37.8pp | 41.31%-18.0pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,653 | $3,240-18.1% | $2,498+6.2% | $4,761-44.3% |
| Participant deferral / active EE | $833 | $4,648-82.1% | $3,722-77.6% | $5,982-86.1% |
| Admin fee / account holder | $276 | $8,235-96.6% | $5,664-95.1% | $11,246-97.5% |