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 | $20,320 | $84,233-75.9% | $170,442-88.1% | $70,131-71.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.83% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $861 | $3,387-74.6% | $5,433-84.2% | $2,342-63.3% |
| Participant deferral / active EE | $644 | $3,086-79.1% | $4,939-87.0% | $3,332-80.7% |
| Admin fee / account holder | $219 | $5,698-96.2% | $13,880-98.4% | $4,645-95.3% |