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 | $109,589 | $209,832-47.8% | $189,513-42.2% | $167,490-34.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.14% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,715 | $6,914-75.2% | $6,162-72.2% | $4,837-64.5% |
| Participant deferral / active EE | $2,728 | $8,935-69.5% | $8,221-66.8% | $6,341-57.0% |
| Admin fee / account holder | $64 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |