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 | $93,831 | $104,907-10.6% | $84,611+10.9% | $152,861-38.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.72% | 373.79%-352.1pp | 258.74%-237.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $6,947 | $3,302+110.4% | $2,652+161.9% | $4,762+45.9% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $17 | $6,241-99.7% | $4,912-99.7% | $11,596-99.9% |