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 | $178,900 | $153,772+16.3% | $133,980+33.5% | $273,961-34.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 17.08% | 36.51%-19.4pp | 29.30%-12.2pp | 41.45%-24.4pp |
| Employer contribution / active EE | $5,000 | $6,029-17.1% | $5,211-4.1% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |