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 | $26,165 | $124,281-78.9% | $109,143-76.0% | $167,490-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.68% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,491 | $4,207-64.6% | $3,722-59.9% | $4,837-69.2% |
| Participant deferral / active EE | $1,123 | $5,255-78.6% | $4,653-75.9% | $6,341-82.3% |
| Admin fee / account holder | $287 | $7,970-96.4% | $6,752-95.8% | $12,309-97.7% |