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 | $94,103 | $183,963-48.8% | $162,163-42.0% | $152,861-38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.38% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,399 | $6,371-78.0% | $5,614-75.1% | $4,762-70.6% |
| Participant deferral / active EE | $2,191 | $8,034-72.7% | $7,298-70.0% | $5,850-62.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |