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 | $22,462 | $127,386-82.4% | $115,037-80.5% | $125,391-82.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.50% | 31.28%-33.8pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $5,422 | $5,166+5.0% | $4,608+17.7% | $4,866+11.4% |
| Participant deferral / active EE | $1,394 | $6,423-78.3% | $6,026-76.9% | $5,352-73.9% |
| Admin fee / account holder | $45 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |