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 | $101,618-55.6% | $93,063-51.5% | $137,256-67.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.40% | 223.95%-206.5pp | 34.15%-16.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,125 | $2,707+15.4% | $2,476+26.2% | $4,156-24.8% |
| Participant deferral / active EE | $530 | $4,279-87.6% | $3,958-86.6% | $6,407-91.7% |
| Admin fee / account holder | $147 | $6,198-97.6% | $6,033-97.6% | $12,270-98.8% |