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 | $40,528 | $102,616-60.5% | $81,983-50.6% | $158,922-74.5% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 15.27% | 61.04%-45.8pp | 41.31%-26.0pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,188 | $3,240-63.3% | $2,498-52.4% | $4,761-75.1% |
| Participant deferral / active EE | $1,064 | $4,648-77.1% | $3,722-71.4% | $5,982-82.2% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |