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 | $45,732 | $105,998-56.9% | $92,233-50.4% | $147,584-69.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.37% | 50.05%-34.7pp | 176.28%-160.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $6,343 | $4,333+46.4% | $3,679+72.4% | $4,876+30.1% |
| Participant deferral / active EE | $1,033 | $4,478-76.9% | $3,897-73.5% | $5,439-81.0% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |