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 | $35,420 | $152,587-76.8% | $125,175-71.7% | $152,861-76.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.77% | 54.84%-32.1pp | 43.79%-21.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,777 | $4,946-64.1% | $3,865-54.0% | $4,762-62.7% |
| Participant deferral / active EE | $1,423 | $5,868-75.8% | $4,937-71.2% | $5,850-75.7% |
| Admin fee / account holder | $67 | $13,434-99.5% | $9,702-99.3% | $11,596-99.4% |