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 | $9,940 | $102,966-90.3% | $90,281-89.0% | $152,861-93.5% |
| Participation rate | 70.8% | 75.9%-5.0pp | 73.3%-2.4pp | 82.4%-11.6pp |
| Annual return | 17.57% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $621 | $3,139-80.2% | $2,854-78.2% | $4,762-87.0% |
| Participant deferral / active EE | $586 | $4,281-86.3% | $3,885-84.9% | $5,850-90.0% |
| Admin fee / account holder | $182 | $6,171-97.1% | $5,351-96.6% | $11,596-98.4% |