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 | $45,119 | $104,974-57.0% | $95,585-52.8% | $142,382-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.40% | 210.33%-192.9pp | 38.56%-21.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,125 | $2,779+12.5% | $2,527+23.7% | $4,299-27.3% |
| Participant deferral / active EE | $530 | $4,352-87.8% | $4,023-86.8% | $6,507-91.9% |
| Admin fee / account holder | $147 | $6,386-97.7% | $6,127-97.6% | $12,624-98.8% |