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 | $65,158 | $152,587-57.3% | $125,175-47.9% | $152,861-57.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.24% | 54.84%-31.6pp | 43.79%-20.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,656 | $4,946-66.5% | $3,865-57.2% | $4,762-65.2% |
| Participant deferral / active EE | $1,560 | $5,868-73.4% | $4,937-68.4% | $5,850-73.3% |
| Admin fee / account holder | $10 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |