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 | $92,124 | $81,208+13.4% | $98,907-6.9% | $79,858+15.4% |
| Participation rate | 88.5% | 72.5%+16.0pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | 18.76% | 60.99%-42.2pp | 196.43%-177.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $5,761 | $1,960+194.0% | $2,689+114.2% | $2,471+133.1% |
| Participant deferral / active EE | $1,069 | $3,265-67.3% | $4,244-74.8% | $3,740-71.4% |
| Admin fee / account holder | $136 | $6,013-97.7% | $6,642-97.9% | $5,306-97.4% |