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 | $152,005 | $209,411-27.4% | $178,490-14.8% | $158,922-4.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.31% | 188.75%-180.4pp | 151.07%-142.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,480 | $5,706-39.0% | $5,011-30.5% | $4,761-26.9% |
| Participant deferral / active EE | $313 | $5,954-94.8% | $5,202-94.0% | $5,982-94.8% |
| Admin fee / account holder | $58 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |