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 | $67,400 | $105,859-36.3% | $90,160-25.2% | $147,584-54.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.54% | 37.63%-20.1pp | 34.88%-17.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,811 | $4,126-31.9% | $3,318-15.3% | $4,876-42.3% |
| Participant deferral / active EE | $901 | $5,733-84.3% | $5,288-83.0% | $5,439-83.4% |
| Admin fee / account holder | $44 | $8,046-99.4% | $5,943-99.3% | $10,885-99.6% |