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 | $27,040 | $107,334-74.8% | $92,893-70.9% | $152,861-82.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.25% | 145.58%-124.3pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $6,531 | $4,221+54.7% | $3,653+78.8% | $4,762+37.1% |
| Participant deferral / active EE | $864 | $4,845-82.2% | $4,236-79.6% | $5,850-85.2% |
| Admin fee / account holder | $205 | $7,079-97.1% | $5,794-96.5% | $11,596-98.2% |