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 | $103,435 | $159,602-35.2% | $150,045-31.1% | $142,382-27.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.00% | 70.24%-56.2pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,794 | $4,961+37.0% | $4,693+44.8% | $4,299+58.0% |
| Participant deferral / active EE | $1,114 | $8,310-86.6% | $7,997-86.1% | $6,507-82.9% |
| Admin fee / account holder | $28 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |