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 | $19,431 | $108,172-82.0% | $77,482-74.9% | $158,922-87.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.78% | 31.67%-15.9pp | 54.79%-39.0pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,390 | $1,325+80.4% | $986+142.3% | $4,761-49.8% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $158 | $3,708-95.7% | $2,858-94.5% | $11,246-98.6% |