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 | $169,984 | $99,341+71.1% | $84,750+100.6% | $273,961-38.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 48.47% | 22.93%+25.5pp | 22.78%+25.7pp | 41.45%+7.0pp |
| Employer contribution / active EE | $697 | $4,214-83.5% | $3,574-80.5% | $4,869-85.7% |
| Participant deferral / active EE | $697 | $4,269-83.7% | $3,712-81.2% | $5,287-86.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |