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 | $93,575 | $105,998-11.7% | $92,233+1.5% | $147,584-36.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.00% | 50.05%-30.0pp | 176.28%-156.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $3,739 | $4,333-13.7% | $3,679+1.6% | $4,876-23.3% |
| Participant deferral / active EE | $1,070 | $4,478-76.1% | $3,897-72.5% | $5,439-80.3% |
| Admin fee / account holder | $56 | $6,332-99.1% | $5,194-98.9% | $10,885-99.5% |