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 | $52,660 | $96,635-45.5% | $86,612-39.2% | $139,434-62.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 24.60% | 106.41%-81.8pp | 591.07%-566.5pp | 372.94%-348.3pp |
| Employer contribution / active EE | $944 | $3,263-71.1% | $3,022-68.8% | $4,751-80.1% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $194 | $6,408-97.0% | $5,614-96.5% | $11,403-98.3% |