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 | $22,782 | $138,065-83.5% | $123,544-81.6% | $135,375-83.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.67% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,633 | $5,151-68.3% | $4,628-64.7% | $4,779-65.8% |
| Participant deferral / active EE | $1,926 | $6,799-71.7% | $6,426-70.0% | $5,609-65.7% |
| Admin fee / account holder | $251 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |