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 | $23,381 | $105,998-77.9% | $92,233-74.6% | $147,584-84.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.10% | 50.05%-37.9pp | 176.28%-164.2pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,163 | $4,333-73.2% | $3,679-68.4% | $4,876-76.1% |
| Participant deferral / active EE | $663 | $4,478-85.2% | $3,897-83.0% | $5,439-87.8% |
| Admin fee / account holder | $217 | $6,332-96.6% | $5,194-95.8% | $10,885-98.0% |