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 | $113,075 | $183,963-38.5% | $162,163-30.3% | $152,861-26.0% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 21.96% | 150.76%-128.8pp | 115.59%-93.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,915 | $6,371-54.2% | $5,614-48.1% | $4,762-38.8% |
| Participant deferral / active EE | $2,720 | $8,034-66.1% | $7,298-62.7% | $5,850-53.5% |
| Admin fee / account holder | $70 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |