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 | $186,545 | $135,952+37.2% | $123,892+50.6% | $273,961-31.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.61% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,540 | $5,170-31.5% | $4,617-23.3% | $4,869-27.3% |
| Participant deferral / active EE | $809 | $6,343-87.2% | $5,984-86.5% | $5,287-84.7% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |