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 | $11,980 | $58,208-79.4% | $81,812-85.4% | $80,856-85.2% |
| Participation rate | 90.3% | 63.4%+26.9pp | 72.3%+18.0pp | 67.6%+22.7pp |
| Annual return | 11.10% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,413 | $2,340-39.6% | $2,912-51.5% | $2,755-48.7% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $157 | $4,981-96.8% | $7,386-97.9% | $6,918-97.7% |