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 | $117,397 | $202,318-42.0% | $172,739-32.0% | $152,861-23.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.90% | 1029.65%-1010.8pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $4,695 | $5,856-19.8% | $5,143-8.7% | $4,762-1.4% |
| Participant deferral / active EE | $1,970 | $5,948-66.9% | $5,198-62.1% | $5,850-66.3% |
| Admin fee / account holder | $128 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |