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 | $14,897 | $90,503-83.5% | $78,689-81.1% | $273,961-94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.28% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,731 | $3,176-14.0% | $2,851-4.2% | $4,869-43.9% |
| Participant deferral / active EE | $127 | $3,901-96.8% | $3,517-96.4% | $5,287-97.6% |
| Admin fee / account holder | $179 | $5,263-96.6% | $4,510-96.0% | $10,132-98.2% |