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 | $19,925 | $81,632-75.6% | $70,449-71.7% | $158,922-87.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.30% | 208.40%-201.1pp | 109.03%-101.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $9,079 | $3,217+182.2% | $2,737+231.8% | $4,761+90.7% |
| Participant deferral / active EE | $105 | $4,554-97.7% | $3,709-97.2% | $5,982-98.3% |
| Admin fee / account holder | $110 | $6,193-98.2% | $3,845-97.1% | $11,246-99.0% |