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 | $97,734 | $198,466-50.8% | $170,442-42.7% | $147,584-33.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.21% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,390 | $6,184-77.5% | $5,433-74.4% | $4,876-71.5% |
| Participant deferral / active EE | $1,528 | $5,629-72.9% | $4,939-69.1% | $5,439-71.9% |
| Admin fee / account holder | $268 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |