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 | $188,249 | $138,044+36.4% | $125,339+50.2% | $134,475+40.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.43% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,008 | $5,243-61.7% | $4,814-58.3% | $4,740-57.6% |
| Participant deferral / active EE | $2,524 | $7,799-67.6% | $7,446-66.1% | $6,400-60.6% |
| Admin fee / account holder | $284 | $11,571-97.5% | $10,010-97.2% | $11,426-97.5% |