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 | $41,862 | $142,405-70.6% | $115,157-63.6% | $152,861-72.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 25.35% | 41.48%-16.1pp | 35.60%-10.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,738 | $4,010-6.8% | $3,179+17.6% | $4,762-21.5% |
| Participant deferral / active EE | $1,147 | $5,164-77.8% | $4,168-72.5% | $5,850-80.4% |
| Admin fee / account holder | $11 | $8,462-99.9% | $7,088-99.8% | $11,596-99.9% |