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 | $223,827 | $217,402+3.0% | $185,823+20.5% | $167,490+33.6% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 12.30% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $9,063 | $5,873+54.3% | $5,167+75.4% | $4,837+87.4% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $212 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |