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 | $72,040 | $107,334-32.9% | $92,893-22.4% | $152,861-52.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 20.51% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,122 | $4,221-73.4% | $3,653-69.3% | $4,762-76.4% |
| Participant deferral / active EE | $1,264 | $4,845-73.9% | $4,236-70.2% | $5,850-78.4% |
| Admin fee / account holder | $113 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |