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 | $26,878 | $89,753-70.1% | $107,525-75.0% | $84,808-68.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,493 | $3,113-19.9% | $3,754-33.6% | $2,631-5.2% |
| Participant deferral / active EE | $1,625 | $4,056-59.9% | $5,116-68.2% | $4,212-61.4% |
| Admin fee / account holder | $162 | $7,222-97.8% | $8,919-98.2% | $7,344-97.8% |