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 | $109,927 | $124,281-11.5% | $109,143+0.7% | $167,490-34.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.09% | 26.04%-10.9pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,815 | $4,207-56.9% | $3,722-51.2% | $4,837-62.5% |
| Participant deferral / active EE | $1,189 | $5,255-77.4% | $4,653-74.5% | $6,341-81.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |