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 | $22,267 | $127,386-82.5% | $115,037-80.6% | $125,391-82.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.61% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $11,505 | $5,166+122.7% | $4,608+149.7% | $4,866+136.4% |
| Participant deferral / active EE | $1,382 | $6,423-78.5% | $6,026-77.1% | $5,352-74.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |