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 | $139,830 | $150,440-7.1% | $136,294+2.6% | $147,584-5.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.94% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,565 | $5,256-70.2% | $4,695-66.7% | $4,876-67.9% |
| Participant deferral / active EE | $1,955 | $6,630-70.5% | $6,247-68.7% | $5,439-64.1% |
| Admin fee / account holder | $248 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |