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 | $52,748 | $118,680-55.6% | $98,907-46.7% | $158,922-66.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.03% | 372.35%-364.3pp | 196.43%-188.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $4,633 | $3,333+39.0% | $2,689+72.3% | $4,761-2.7% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $132 | $10,131-98.7% | $6,642-98.0% | $11,246-98.8% |