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 | $52,295 | $85,766-39.0% | $136,294-61.6% | $70,131-25.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.06% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,852 | $2,966-3.8% | $4,695-39.3% | $2,342+21.8% |
| Participant deferral / active EE | $2,095 | $5,051-58.5% | $6,247-66.5% | $3,332-37.1% |
| Admin fee / account holder | $201 | $5,420-96.3% | $9,243-97.8% | $4,645-95.7% |