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 | $121,229 | $150,440-19.4% | $136,294-11.1% | $147,584-17.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 36.28% | 1049.08%-1012.8pp | 5155.94%-5119.7pp | 578.55%-542.3pp |
| Employer contribution / active EE | $2,042 | $5,256-61.1% | $4,695-56.5% | $4,876-58.1% |
| Participant deferral / active EE | $1,588 | $6,630-76.1% | $6,247-74.6% | $5,439-70.8% |
| Admin fee / account holder | $213 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |