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 | $218,006 | $129,942+67.8% | $104,294+109.0% | $134,475+62.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.81% | 42.03%-61.8pp | 24.61%-44.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,725 | $4,184+12.9% | $3,372+40.1% | $4,740-0.3% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |