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 | $132,074 | $157,256-16.0% | $141,162-6.4% | $152,861-13.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 36.73% | 64.32%-27.6pp | 71.39%-34.7pp | 345.32%-308.6pp |
| Employer contribution / active EE | $8,364 | $5,261+59.0% | $4,735+76.6% | $4,762+75.6% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $47 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |