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 | $95,528 | $202,318-52.8% | $172,739-44.7% | $152,861-37.5% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 20.09% | 1029.65%-1009.6pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,286 | $5,856-78.0% | $5,143-75.0% | $4,762-73.0% |
| Participant deferral / active EE | $1,773 | $5,948-70.2% | $5,198-65.9% | $5,850-69.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |