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 | $10,476 | $102,966-89.8% | $90,281-88.4% | $152,861-93.1% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 20.86% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,404 | $3,139-55.3% | $2,854-50.8% | $4,762-70.5% |
| Participant deferral / active EE | $727 | $4,281-83.0% | $3,885-81.3% | $5,850-87.6% |
| Admin fee / account holder | $211 | $6,171-96.6% | $5,351-96.1% | $11,596-98.2% |