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 | $77,853 | $183,963-57.7% | $162,163-52.0% | $152,861-49.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.09% | 150.76%-134.7pp | 115.59%-99.5pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,875 | $6,371-70.6% | $5,614-66.6% | $4,762-60.6% |
| Participant deferral / active EE | $1,086 | $8,034-86.5% | $7,298-85.1% | $5,850-81.4% |
| Admin fee / account holder | $50 | $13,121-99.6% | $10,843-99.5% | $11,596-99.6% |