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 | $115,222 | $180,449-36.1% | $154,107-25.2% | $135,375-14.9% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -3.65% | 888.09%-891.7pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,695 | $6,035-71.9% | $5,298-68.0% | $4,779-64.5% |
| Participant deferral / active EE | $1,532 | $5,806-73.6% | $5,081-69.9% | $5,609-72.7% |
| Admin fee / account holder | $47 | $16,143-99.7% | $13,411-99.6% | $10,827-99.6% |