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 | $147,548 | $98,240+50.2% | $82,313+79.3% | $147,5840% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 16.79% | 30.85%-14.1pp | 25.88%-9.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $53 | $4,383-98.8% | $3,706-98.6% | $5,439-99.0% |
| Admin fee / account holder | $10 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |