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 | $190,198 | $171,865+10.7% | $149,718+27.0% | $147,584+28.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.89% | 2113.22%-2102.3pp | 1501.63%-1490.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $5,032 | $6,275-19.8% | $5,445-7.6% | $4,876+3.2% |
| Participant deferral / active EE | $2,152 | $7,271-70.4% | $6,569-67.2% | $5,439-60.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |