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 9-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 | $97,328 | $209,411-53.5% | $178,490-45.5% | $158,922-38.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.13% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,932 | $5,706-66.1% | $5,011-61.4% | $4,761-59.4% |
| Participant deferral / active EE | $1,464 | $5,954-75.4% | $5,202-71.9% | $5,982-75.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |