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 | $153,374 | $112,881+35.9% | $90,951+68.6% | $158,922-3.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.78% | 215.79%-198.0pp | 134.60%-116.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $6,574 | $2,893+127.2% | $2,122+209.8% | $4,761+38.1% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $77 | $8,041-99.0% | $5,959-98.7% | $11,246-99.3% |