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 | $24,690 | $96,635-74.5% | $86,612-71.5% | $139,434-82.3% |
| Participation rate | 78.9% | 74.4%+4.5pp | 71.7%+7.3pp | 80.3%-1.4pp |
| Annual return | 18.49% | 106.41%-87.9pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,032 | $3,263-37.7% | $3,022-32.8% | $4,751-57.2% |
| Participant deferral / active EE | $273 | $4,836-94.4% | $4,438-93.9% | $6,710-95.9% |
| Admin fee / account holder | $137 | $6,408-97.9% | $5,614-97.6% | $11,403-98.8% |