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 | $29,210 | $135,635-78.5% | $110,238-73.5% | $135,375-78.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.96% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,508 | $4,906-69.3% | $3,826-60.6% | $4,779-68.5% |
| Participant deferral / active EE | $1,176 | $5,506-78.6% | $4,672-74.8% | $5,609-79.0% |
| Admin fee / account holder | $286 | $11,457-97.5% | $8,547-96.7% | $10,827-97.4% |