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 | $39,477 | $103,966-62.0% | $112,887-65.0% | $75,163-47.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 14.45% | 24.54%-10.1pp | 34.10%-19.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,552 | $3,870-34.1% | $4,563-44.1% | $2,670-4.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,513-100.0% | $4,125-100.0% |
| Admin fee / account holder | $15 | $7,663-99.8% | $7,047-99.8% | $5,651-99.7% |