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 | $30,322 | $118,680-74.5% | $98,907-69.3% | $158,922-80.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.30% | 372.35%-349.1pp | 196.43%-173.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,208 | $3,333-63.8% | $2,689-55.1% | $4,761-74.6% |
| Participant deferral / active EE | $424 | $5,088-91.7% | $4,244-90.0% | $5,982-92.9% |
| Admin fee / account holder | $21 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |