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 | $54,885 | $108,919-49.6% | $100,391-45.3% | $145,922-62.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,318 | $4,419-70.2% | $3,942-66.6% | $4,660-71.7% |
| Participant deferral / active EE | $1,369 | $8,445-83.8% | $8,082-83.1% | $6,688-79.5% |
| Admin fee / account holder | $120 | $9,689-98.8% | $7,899-98.5% | $13,397-99.1% |