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 | $113,791 | $97,757+16.4% | $83,848+35.7% | $135,375-15.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.43% | 1287.37%-1276.9pp | 850.88%-840.4pp | 519.73%-509.3pp |
| Employer contribution / active EE | $1,710 | $4,222-59.5% | $3,631-52.9% | $4,779-64.2% |
| Participant deferral / active EE | $895 | $4,682-80.9% | $4,082-78.1% | $5,609-84.0% |
| Admin fee / account holder | $50 | $6,674-99.3% | $5,478-99.1% | $10,827-99.5% |