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 | $119,338 | $179,726-33.6% | $156,263-23.6% | $142,382-16.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.81% | 77.86%-59.0pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $13,164 | $5,069+159.7% | $4,333+203.8% | $4,299+206.2% |
| Participant deferral / active EE | $1,601 | $6,956-77.0% | $6,158-74.0% | $6,507-75.4% |
| Admin fee / account holder | $100 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |