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 | $40,490 | $91,190-55.6% | $178,490-77.3% | $79,858-49.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 24.87% | 24.19%+0.7pp | 151.07%-126.2pp | 31.71%-6.8pp |
| Employer contribution / active EE | $9,726 | $3,256+198.7% | $5,011+94.1% | $2,471+293.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $269 | $6,751-96.0% | $13,984-98.1% | $5,306-94.9% |