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 | $107,893 | $96,484+11.8% | $75,886+42.2% | $152,861-29.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.58% | 33.98%-12.4pp | 30.76%-9.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $11,763 | $3,309+255.4% | $2,500+370.4% | $4,762+147.0% |
| Participant deferral / active EE | $1,048 | $4,553-77.0% | $3,603-70.9% | $5,850-82.1% |
| Admin fee / account holder | $13 | $8,078-99.8% | $5,418-99.8% | $11,596-99.9% |