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 | $135,724 | $73,933+83.6% | $96,683+40.4% | $75,163+80.6% |
| Participation rate | 84.5% | 66.4%+18.1pp | 74.3%+10.1pp | 67.2%+17.3pp |
| Annual return | 15.04% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $6,950 | $2,928+137.4% | $3,737+86.0% | $2,670+160.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $115 | $5,216-97.8% | $6,730-98.3% | $5,651-98.0% |