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 | $155,002 | $133,922+15.7% | $116,228+33.4% | $142,382+8.9% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 11.82% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.3pp |
| Employer contribution / active EE | $921 | $3,446-73.3% | $2,994-69.2% | $4,299-78.6% |
| Participant deferral / active EE | $921 | $5,672-83.8% | $4,953-81.4% | $6,507-85.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |