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 | $86,234 | $111,301-22.5% | $112,977-23.7% | $158,922-45.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.41% | 26.40%-11.0pp | 24.24%-8.8pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,349 | $4,471-69.8% | $4,255-68.3% | $4,761-71.7% |
| Participant deferral / active EE | $1,349 | $5,880-77.1% | $5,836-76.9% | $5,982-77.5% |
| Admin fee / account holder | $106 | $8,392-98.7% | $6,294-98.3% | $11,246-99.1% |