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 | $136,495 | $126,574+7.8% | $106,213+28.5% | $145,922-6.5% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 10.44% | 224.79%-214.3pp | 116.14%-105.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $884 | $3,730-76.3% | $3,171-72.1% | $4,660-81.0% |
| Participant deferral / active EE | $884 | $5,724-84.6% | $5,016-82.4% | $6,688-86.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |