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 | $69,681 | $106,890-34.8% | $84,015-17.1% | $152,861-54.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.37% | 104.99%-78.6pp | 71.31%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $558 | $2,734-79.6% | $1,983-71.9% | $4,762-88.3% |
| Participant deferral / active EE | $520 | $4,011-87.0% | $3,239-83.9% | $5,850-91.1% |
| Admin fee / account holder | $17 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |