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 | $15,822 | $100,852-84.3% | $90,404-82.5% | $158,922-90.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.65% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,744 | $3,689+1.5% | $3,262+14.8% | $4,761-21.4% |
| Participant deferral / active EE | $603 | $4,348-86.1% | $3,963-84.8% | $5,982-89.9% |
| Admin fee / account holder | $164 | $6,501-97.5% | $5,611-97.1% | $11,246-98.5% |