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 | $46,945 | $107,334-56.3% | $92,893-49.5% | $152,861-69.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.22% | 145.58%-131.4pp | 109.41%-95.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $3,506 | $4,221-16.9% | $3,653-4.0% | $4,762-26.4% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $78 | $7,079-98.9% | $5,794-98.7% | $11,596-99.3% |