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 | $30,600 | $124,185-75.4% | $108,410-71.8% | $167,490-81.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.80% | 1379.64%-1364.8pp | 905.27%-890.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,181 | $4,187-47.9% | $3,558-38.7% | $4,837-54.9% |
| Participant deferral / active EE | $1,645 | $6,908-76.2% | $6,563-74.9% | $6,341-74.1% |
| Admin fee / account holder | $287 | $9,455-97.0% | $7,295-96.1% | $12,309-97.7% |