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 | $156,509 | $93,071+68.2% | $74,583+109.8% | $273,961-42.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 24.85% | 26.18%-1.3pp | 20.47%+4.4pp | 41.45%-16.6pp |
| Employer contribution / active EE | $414 | $3,160-86.9% | $2,525-83.6% | $4,869-91.5% |
| Participant deferral / active EE | $414 | $4,160-90.0% | $3,458-88.0% | $5,287-92.2% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |