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 | $38,811 | $107,934-64.0% | $91,989-57.8% | $152,861-74.6% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 20.54% | 89.24%-68.7pp | 69.02%-48.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,078 | $4,210-26.9% | $3,452-10.8% | $4,762-35.4% |
| Participant deferral / active EE | $682 | $6,364-89.3% | $5,923-88.5% | $5,850-88.3% |
| Admin fee / account holder | $101 | $10,520-99.0% | $7,743-98.7% | $11,596-99.1% |