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 | $99,878 | $100,852-1.0% | $90,404+10.5% | $158,922-37.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 14.00% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $6,121 | $3,689+65.9% | $3,262+87.6% | $4,761+28.6% |
| Participant deferral / active EE | $727 | $4,348-83.3% | $3,963-81.7% | $5,982-87.9% |
| Admin fee / account holder | $160 | $6,501-97.5% | $5,611-97.1% | $11,246-98.6% |