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 | $52,991 | $110,261-51.9% | $95,745-44.7% | $139,434-62.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.27% | 27.11%-7.8pp | 28.35%-9.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $564 | $3,257-82.7% | $2,835-80.1% | $4,751-88.1% |
| Participant deferral / active EE | $171 | $4,676-96.3% | $4,245-96.0% | $6,710-97.4% |
| Admin fee / account holder | $18 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |