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 | $54,372 | $99,079-45.1% | $77,999-30.3% | $273,961-80.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 4.51% | 217.93%-213.4pp | 425.96%-421.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $5,884 | $3,308+77.9% | $2,470+138.2% | $4,869+20.9% |
| Participant deferral / active EE | $839 | $4,306-80.5% | $3,497-76.0% | $5,287-84.1% |
| Admin fee / account holder | $177 | $8,954-98.0% | $5,480-96.8% | $10,132-98.2% |