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 | $51,971 | $54,541-4.7% | $78,778-34.0% | $70,131-25.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 66.32% | 21.07%+45.2pp | 35.62%+30.7pp | 73.14%-6.8pp |
| Employer contribution / active EE | $737 | $1,089-32.3% | $1,986-62.9% | $2,342-68.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $221 | $3,709-94.0% | $5,134-95.7% | $4,645-95.2% |