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 | $53,860 | $210,648-74.4% | $177,989-69.7% | $145,922-63.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.53% | 385.86%-364.3pp | 294.48%-273.0pp | 561.29%-539.8pp |
| Employer contribution / active EE | $4,884 | $4,565+7.0% | $3,949+23.7% | $4,660+4.8% |
| Participant deferral / active EE | $650 | $6,958-90.7% | $6,276-89.6% | $6,688-90.3% |
| Admin fee / account holder | $13 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |