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 | $52,771 | $102,966-48.7% | $90,281-41.5% | $152,861-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.28% | 95.16%-75.9pp | 78.10%-58.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $845 | $3,139-73.1% | $2,854-70.4% | $4,762-82.2% |
| Participant deferral / active EE | $488 | $4,281-88.6% | $3,885-87.5% | $5,850-91.7% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |