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 | $16,707 | $77,730-78.5% | $70,164-76.2% | $139,434-88.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.57% | 18.98%-3.4pp | 18.87%-3.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,647 | $4,990-46.9% | $4,287-38.2% | $4,751-44.3% |
| Participant deferral / active EE | $539 | $6,448-91.6% | $5,395-90.0% | $6,710-92.0% |
| Admin fee / account holder | $232 | $5,368-95.7% | $4,561-94.9% | $11,403-98.0% |