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 | $45,987 | $117,841-61.0% | $102,423-55.1% | $145,922-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 31.65%-19.1pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,936 | $3,615-46.4% | $3,023-36.0% | $4,660-58.5% |
| Participant deferral / active EE | $1,585 | $5,731-72.3% | $5,053-68.6% | $6,688-76.3% |
| Admin fee / account holder | $144 | $13,326-98.9% | $9,451-98.5% | $13,397-98.9% |