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 | $16,514 | $77,419-78.7% | $69,455-76.2% | $152,861-89.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 15.84% | 39.06%-23.2pp | 28.97%-13.1pp | 345.32%-329.5pp |
| Employer contribution / active EE | $662 | $3,315-80.0% | $2,779-76.2% | $4,762-86.1% |
| Participant deferral / active EE | $807 | $4,414-81.7% | $3,535-77.2% | $5,850-86.2% |
| Admin fee / account holder | $69 | $6,207-98.9% | $3,839-98.2% | $11,596-99.4% |