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 | $106,690 | $138,065-22.7% | $123,544-13.6% | $135,375-21.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.96% | 153.68%-150.7pp | 119.20%-116.2pp | 519.73%-516.8pp |
| Employer contribution / active EE | $2,889 | $5,151-43.9% | $4,628-37.6% | $4,779-39.6% |
| Participant deferral / active EE | $225 | $6,799-96.7% | $6,426-96.5% | $5,609-96.0% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |