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 | $30,448 | $82,664-63.2% | $125,339-75.7% | $68,494-55.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 12.15% | -5.97%+18.1pp | 572.05%-559.9pp | -7.84%+20.0pp |
| Employer contribution / active EE | $1,280 | $3,381-62.1% | $4,814-73.4% | $2,596-50.7% |
| Participant deferral / active EE | $2,540 | $6,110-58.4% | $7,446-65.9% | $4,027-36.9% |
| Admin fee / account holder | $29 | $6,275-99.5% | $10,010-99.7% | $5,403-99.5% |