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 | $104,032 | $171,865-39.5% | $149,718-30.5% | $147,584-29.5% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 17.11% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $9,481 | $6,275+51.1% | $5,445+74.1% | $4,876+94.4% |
| Participant deferral / active EE | $1,053 | $7,271-85.5% | $6,569-84.0% | $5,439-80.6% |
| Admin fee / account holder | $79 | $13,799-99.4% | $11,283-99.3% | $10,885-99.3% |