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 | $216,302 | $181,894+18.9% | $156,549+38.2% | $273,961-21.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.48% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $8,663 | $6,248+38.7% | $5,501+57.5% | $4,869+77.9% |
| Participant deferral / active EE | $779 | $5,550-86.0% | $4,871-84.0% | $5,287-85.3% |
| Admin fee / account holder | $105 | $15,559-99.3% | $13,027-99.2% | $10,132-99.0% |