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 | $34,192 | $95,193-64.1% | $76,523-55.3% | $135,375-74.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 14.53% | 4.85%+9.7pp | -0.27%+14.8pp | 519.73%-505.2pp |
| Employer contribution / active EE | $3,000 | $3,302-9.2% | $2,647+13.3% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4 | $6,249-99.9% | $4,848-99.9% | $10,827-100.0% |