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 | $37,498 | $70,756-47.0% | $65,493-42.7% | $142,382-73.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.80% | 1754.89%-1736.1pp | 982.45%-963.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,944 | $2,881+141.1% | $2,574+169.7% | $4,299+61.5% |
| Participant deferral / active EE | $310 | $4,637-93.3% | $3,961-92.2% | $6,507-95.2% |
| Admin fee / account holder | $68 | $6,559-99.0% | $5,028-98.6% | $12,624-99.5% |