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 | $68,215 | $155,788-56.2% | $124,672-45.3% | $167,490-59.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.66% | 17.97%+4.7pp | 5142.93%-5120.3pp | 478.56%-455.9pp |
| Employer contribution / active EE | $4,449 | $4,163+6.9% | $3,324+33.9% | $4,837-8.0% |
| Participant deferral / active EE | $1,006 | $5,673-82.3% | $4,614-78.2% | $6,341-84.1% |
| Admin fee / account holder | $11 | $9,531-99.9% | $7,493-99.8% | $12,309-99.9% |