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 | $96,263 | $137,414-29.9% | $189,513-49.2% | $85,850+12.1% |
| Participation rate | 96.8% | 84.6%+12.2pp | 87.8%+9.0pp | 69.3%+27.5pp |
| Annual return | 13.25% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $6,050 | $4,344+39.3% | $6,162-1.8% | $2,565+135.9% |
| Participant deferral / active EE | $2,924 | $6,260-53.3% | $8,221-64.4% | $3,952-26.0% |
| Admin fee / account holder | $260 | $8,630-97.0% | $12,045-97.8% | $6,260-95.8% |