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 | $25,976 | $140,940-81.6% | $112,229-76.9% | $139,434-81.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.29% | 32.71%-14.4pp | 30.20%-11.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $850 | $4,283-80.2% | $3,430-75.2% | $4,751-82.1% |
| Participant deferral / active EE | $1,013 | $5,874-82.8% | $4,798-78.9% | $6,710-84.9% |
| Admin fee / account holder | $3 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |