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 | $149,187 | $138,044+8.1% | $125,339+19.0% | $134,475+10.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.44% | 750.33%-757.8pp | 572.05%-579.5pp | 417.96%-425.4pp |
| Employer contribution / active EE | $1,399 | $5,243-73.3% | $4,814-70.9% | $4,740-70.5% |
| Participant deferral / active EE | $1,579 | $7,799-79.8% | $7,446-78.8% | $6,400-75.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |