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 | $129,261 | $90,600+42.7% | $79,464+62.7% | $135,375-4.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.51% | 977.43%-968.9pp | 718.14%-709.6pp | 519.73%-511.2pp |
| Employer contribution / active EE | $6,478 | $3,068+111.1% | $2,800+131.3% | $4,779+35.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |