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 | $167,492 | $197,591-15.2% | $177,821-5.8% | $158,922+5.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 10.74% | 58.76%-48.0pp | 48.32%-37.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,596 | $6,697-76.2% | $5,918-73.0% | $4,761-66.5% |
| Participant deferral / active EE | $2,322 | $8,405-72.4% | $7,714-69.9% | $5,982-61.2% |
| Admin fee / account holder | $174 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |