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 | $36,723 | $84,696-56.6% | $75,696-51.5% | $167,490-78.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 25.03% | 199.36%-174.3pp | 104.53%-79.5pp | 478.56%-453.5pp |
| Employer contribution / active EE | $2,777 | $3,230-14.0% | $2,743+1.2% | $4,837-42.6% |
| Participant deferral / active EE | $500 | $4,580-89.1% | $3,821-86.9% | $6,341-92.1% |
| Admin fee / account holder | $147 | $5,355-97.3% | $3,619-95.9% | $12,309-98.8% |