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 | $168,920 | $180,449-6.4% | $154,107+9.6% | $135,375+24.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.82% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,143 | $6,035-31.3% | $5,298-21.8% | $4,779-13.3% |
| Participant deferral / active EE | $1,138 | $5,806-80.4% | $5,081-77.6% | $5,609-79.7% |
| Admin fee / account holder | $261 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |