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 | $25,987 | $99,652-73.9% | $78,778-67.0% | $147,584-82.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.30% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $938 | $2,796-66.5% | $1,986-52.8% | $4,876-80.8% |
| Participant deferral / active EE | $75 | $3,664-98.0% | $2,958-97.5% | $5,439-98.6% |
| Admin fee / account holder | $107 | $7,155-98.5% | $5,134-97.9% | $10,885-99.0% |