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 | $15,924 | $114,047-86.0% | $96,139-83.4% | $167,490-90.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 32.92% | 189.88%-157.0pp | 191.94%-159.0pp | 478.56%-445.6pp |
| Employer contribution / active EE | $2,083 | $3,427-39.2% | $2,797-25.5% | $4,837-56.9% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $116 | $6,897-98.3% | $5,537-97.9% | $12,309-99.1% |