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 | $43,304 | $160,055-72.9% | $140,016-69.1% | $135,375-68.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.78% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,920 | $6,420-70.1% | $5,606-65.8% | $4,779-59.8% |
| Participant deferral / active EE | $1,751 | $7,642-77.1% | $6,927-74.7% | $5,609-68.8% |
| Admin fee / account holder | $9 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |