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 | $111,814+34.7% | $93,654+60.8% | $145,959+3.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 8.83% | 203.30%-194.5pp | 133.34%-124.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $835 | $3,092-73.0% | $2,421-65.5% | $4,661-82.1% |
| Participant deferral / active EE | $1,044 | $4,914-78.8% | $4,413-76.3% | $6,689-84.4% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |