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 | $152,474 | $111,724+36.5% | $93,606+62.9% | $145,922+4.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.72% | 202.98%-192.3pp | 133.20%-122.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,271 | $3,090-58.9% | $2,420-47.5% | $4,660-72.7% |
| Participant deferral / active EE | $1,040 | $4,912-78.8% | $4,411-76.4% | $6,688-84.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |