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 | $170,896 | $127,386+34.2% | $115,037+48.6% | $125,391+36.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.32% | 31.28%-29.0pp | 26.14%-23.8pp | 282.22%-279.9pp |
| Employer contribution / active EE | $5,717 | $5,166+10.7% | $4,608+24.1% | $4,866+17.5% |
| Participant deferral / active EE | $213 | $6,423-96.7% | $6,026-96.5% | $5,352-96.0% |
| Admin fee / account holder | $33 | $9,516-99.6% | $8,175-99.6% | $9,540-99.7% |