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 | $142,535 | $99,032+43.9% | $80,019+78.1% | $135,375+5.3% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | 6.15% | 15.39%-9.2pp | 11.22%-5.1pp | 519.73%-513.6pp |
| Employer contribution / active EE | $1,094 | $3,043-64.1% | $2,468-55.7% | $4,779-77.1% |
| Participant deferral / active EE | $1,118 | $4,282-73.9% | $3,686-69.7% | $5,609-80.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |