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 | $89,882 | $102,382-12.2% | $147,005-38.9% | $80,874+11.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.58% | 134.89%-114.3pp | 418.76%-398.2pp | 35.62%-15.0pp |
| Employer contribution / active EE | $4,591 | $3,715+23.6% | $4,934-7.0% | $2,756+66.6% |
| Participant deferral / active EE | $2,427 | $6,646-63.5% | $8,070-69.9% | $4,297-43.5% |
| Admin fee / account holder | $44 | $7,942-99.4% | $13,006-99.7% | $6,935-99.4% |