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 | $79,000 | $96,484-18.1% | $75,886+4.1% | $152,861-48.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.27% | 33.98%-13.7pp | 30.76%-10.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $14,790 | $3,309+346.9% | $2,500+491.5% | $4,762+210.6% |
| Participant deferral / active EE | $864 | $4,553-81.0% | $3,603-76.0% | $5,850-85.2% |
| Admin fee / account holder | $7 | $8,078-99.9% | $5,418-99.9% | $11,596-99.9% |