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 | $43,319 | $110,257-60.7% | $96,544-55.1% | $139,434-68.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 23.62% | 26.32%-2.7pp | 25.84%-2.2pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,229 | $3,620-66.0% | $2,965-58.5% | $4,751-74.1% |
| Participant deferral / active EE | $779 | $5,548-86.0% | $4,851-83.9% | $6,710-88.4% |
| Admin fee / account holder | $43 | $11,591-99.6% | $8,252-99.5% | $11,403-99.6% |