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 | $77,592 | $185,822-58.2% | $169,993-54.4% | $139,434-44.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.84% | 60.50%-45.7pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,412 | $7,590-55.0% | $6,785-49.7% | $4,751-28.2% |
| Participant deferral / active EE | $2,971 | $11,622-74.4% | $10,408-71.5% | $6,710-55.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |