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 | $27,721 | $105,126-73.6% | $94,646-70.7% | $139,434-80.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.76% | 38.03%-20.3pp | 156.71%-139.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,086 | $4,106-24.8% | $3,672-16.0% | $4,751-35.1% |
| Participant deferral / active EE | $479 | $7,599-93.7% | $7,418-93.5% | $6,710-92.9% |
| Admin fee / account holder | $16 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |