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 | $24,812 | $157,256-84.2% | $141,162-82.4% | $152,861-83.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.79% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,534 | $5,261-51.8% | $4,735-46.5% | $4,762-46.8% |
| Participant deferral / active EE | $2,109 | $7,109-70.3% | $6,709-68.6% | $5,850-64.0% |
| Admin fee / account holder | $191 | $12,120-98.4% | $10,261-98.1% | $11,596-98.4% |