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 | $67,959 | $160,055-57.5% | $140,016-51.5% | $135,375-49.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.68% | 911.38%-909.7pp | 651.12%-649.4pp | 519.73%-518.1pp |
| Employer contribution / active EE | $4,908 | $6,420-23.6% | $5,606-12.4% | $4,779+2.7% |
| Participant deferral / active EE | $1,473 | $7,642-80.7% | $6,927-78.7% | $5,609-73.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |