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 | $35,811 | $111,754-68.0% | $103,333-65.3% | $145,922-75.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,892 | $4,212-55.1% | $3,868-51.1% | $4,660-59.4% |
| Participant deferral / active EE | $710 | $5,619-87.4% | $5,057-86.0% | $6,688-89.4% |
| Admin fee / account holder | $157 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |