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 | $164,059 | $69,207+137.1% | $64,056+156.1% | $139,434+17.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.96% | 45.88%-24.9pp | 33.69%-12.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,763 | $3,182+18.3% | $2,747+37.0% | $4,751-20.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $119 | $4,244-97.2% | $3,068-96.1% | $11,403-99.0% |