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 | $103,932 | $197,591-47.4% | $177,821-41.6% | $158,922-34.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 22.24% | 58.76%-36.5pp | 48.32%-26.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,766 | $6,697-58.7% | $5,918-53.3% | $4,761-41.9% |
| Participant deferral / active EE | $971 | $8,405-88.5% | $7,714-87.4% | $5,982-83.8% |
| Admin fee / account holder | $6 | $15,399-100.0% | $12,427-100.0% | $11,246-99.9% |