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 | $97,600 | $137,414-29.0% | $189,513-48.5% | $85,850+13.7% |
| Participation rate | 92.8% | 84.6%+8.2pp | 87.8%+5.0pp | 69.3%+23.5pp |
| Annual return | 17.65% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $5,212 | $4,344+20.0% | $6,162-15.4% | $2,565+103.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $107 | $8,630-98.8% | $12,045-99.1% | $6,260-98.3% |