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 | $71,374 | $202,318-64.7% | $172,739-58.7% | $152,861-53.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.98% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.3pp |
| Employer contribution / active EE | $6,966 | $5,856+19.0% | $5,143+35.5% | $4,762+46.3% |
| Participant deferral / active EE | $1,137 | $5,948-80.9% | $5,198-78.1% | $5,850-80.6% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |