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 | $145,352 | $101,069+43.8% | $81,478+78.4% | $147,584-1.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.41% | 32.40%-17.0pp | 38.78%-23.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $10,000 | $3,205+212.0% | $2,568+289.5% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $269 | $5,812-95.4% | $4,561-94.1% | $10,885-97.5% |