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 | $178,188 | $202,318-11.9% | $172,739+3.2% | $152,861+16.6% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 17.08% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $4,289 | $5,856-26.8% | $5,143-16.6% | $4,762-9.9% |
| Participant deferral / active EE | $495 | $5,948-91.7% | $5,198-90.5% | $5,850-91.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |