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 | $27,652 | $176,056-84.3% | $159,436-82.7% | $167,490-83.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.60% | 331.75%-305.1pp | 263.57%-237.0pp | 478.56%-452.0pp |
| Employer contribution / active EE | $6,924 | $5,297+30.7% | $4,829+43.4% | $4,837+43.1% |
| Participant deferral / active EE | $958 | $7,750-87.6% | $7,352-87.0% | $6,341-84.9% |
| Admin fee / account holder | $157 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |