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 | $157,552 | $83,337+89.1% | $67,834+132.3% | $273,961-42.5% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 11.32% | 259.45%-248.1pp | 138.47%-127.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $7,658 | $3,287+133.0% | $2,403+218.6% | $4,869+57.3% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $53 | $6,752-99.2% | $4,622-98.9% | $10,132-99.5% |