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 | $39,635 | $105,126-62.3% | $94,646-58.1% | $139,434-71.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.30% | 38.03%-24.7pp | 156.71%-143.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $10,683 | $4,106+160.2% | $3,672+190.9% | $4,751+124.9% |
| Participant deferral / active EE | $1,400 | $7,599-81.6% | $7,418-81.1% | $6,710-79.1% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |