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 | $157,372 | $197,591-20.4% | $177,821-11.5% | $158,922-1.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 26.32% | 58.76%-32.4pp | 48.32%-22.0pp | 302.83%-276.5pp |
| Employer contribution / active EE | $22,237 | $6,697+232.0% | $5,918+275.7% | $4,761+367.0% |
| Participant deferral / active EE | $1,008 | $8,405-88.0% | $7,714-86.9% | $5,982-83.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |