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 | $94,672 | $148,534-36.3% | $135,903-30.3% | $139,434-32.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.26% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,667 | $5,243-68.2% | $4,856-65.7% | $4,751-64.9% |
| Participant deferral / active EE | $1,147 | $8,100-85.8% | $7,758-85.2% | $6,710-82.9% |
| Admin fee / account holder | $56 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |