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 | $35,249 | $79,944-55.9% | $98,439-64.2% | $75,163-53.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 15.20% | 19.75%-4.5pp | 21.16%-6.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,367 | $3,752-63.6% | $4,738-71.1% | $4,125-66.9% |
| Admin fee / account holder | $33 | $6,840-99.5% | $8,948-99.6% | $5,651-99.4% |