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 | $23,845 | $157,256-84.8% | $141,162-83.1% | $152,861-84.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.05% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,067 | $5,261-22.7% | $4,735-14.1% | $4,762-14.6% |
| Participant deferral / active EE | $1,066 | $7,109-85.0% | $6,709-84.1% | $5,850-81.8% |
| Admin fee / account holder | $39 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |