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 | $125,299 | $183,519-31.7% | $155,509-19.4% | $145,922-14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.17%-50.0pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,000 | $5,313-5.9% | $4,672+7.0% | $4,660+7.3% |
| Participant deferral / active EE | $1,318 | $6,462-79.6% | $5,626-76.6% | $6,688-80.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |