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 | $19,793 | $175,202-88.7% | $149,673-86.8% | $139,434-85.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.71% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,080 | $5,474-43.7% | $4,818-36.1% | $4,751-35.2% |
| Participant deferral / active EE | $597 | $6,519-90.8% | $5,680-89.5% | $6,710-91.1% |
| Admin fee / account holder | $283 | $16,150-98.2% | $13,210-97.9% | $11,403-97.5% |