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 | $24,221 | $176,377-86.3% | $134,143-81.9% | $158,922-84.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.74% | 63.63%-57.9pp | 36.33%-30.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,103 | $5,040-78.1% | $3,704-70.2% | $4,761-76.8% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $117 | $8,718-98.7% | $6,684-98.2% | $11,246-99.0% |