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 | $39,952 | $201,272-80.2% | $184,203-78.3% | $145,922-72.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.07% | 29.00%-7.9pp | 28.81%-7.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $2,400 | $7,022-65.8% | $6,427-62.7% | $4,660-48.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $183 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |