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 | $103,942 | $165,335-37.1% | $149,696-30.6% | $158,922-34.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.60% | 348.15%-332.5pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,154 | $5,103-77.4% | $4,644-75.1% | $4,761-75.8% |
| Participant deferral / active EE | $1,760 | $7,181-75.5% | $6,842-74.3% | $5,982-70.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |