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 | $31,672 | $102,966-69.2% | $90,281-64.9% | $152,861-79.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.25% | 95.16%-83.9pp | 78.10%-66.9pp | 345.32%-334.1pp |
| Employer contribution / active EE | $2,565 | $3,139-18.3% | $2,854-10.1% | $4,762-46.1% |
| Participant deferral / active EE | $240 | $4,281-94.4% | $3,885-93.8% | $5,850-95.9% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |