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 | $150,577 | $111,724+34.8% | $93,606+60.9% | $145,922+3.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 8.83% | 202.98%-194.1pp | 133.20%-124.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $835 | $3,090-73.0% | $2,420-65.5% | $4,660-82.1% |
| Participant deferral / active EE | $1,044 | $4,912-78.7% | $4,411-76.3% | $6,688-84.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |