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 | $66,604 | $202,318-67.1% | $172,739-61.4% | $152,861-56.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.81% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,633 | $5,856-72.1% | $5,143-68.3% | $4,762-65.7% |
| Participant deferral / active EE | $1,207 | $5,948-79.7% | $5,198-76.8% | $5,850-79.4% |
| Admin fee / account holder | $170 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |