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 | $131,516 | $176,056-25.3% | $159,436-17.5% | $167,490-21.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 31.39% | 331.75%-300.4pp | 263.57%-232.2pp | 478.56%-447.2pp |
| Employer contribution / active EE | $1,300 | $5,297-75.5% | $4,829-73.1% | $4,837-73.1% |
| Participant deferral / active EE | $1,300 | $7,750-83.2% | $7,352-82.3% | $6,341-79.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |