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 | $35,376 | $135,635-73.9% | $110,238-67.9% | $135,375-73.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.62% | 513.19%-501.6pp | 314.74%-303.1pp | 519.73%-508.1pp |
| Employer contribution / active EE | $6,467 | $4,906+31.8% | $3,826+69.0% | $4,779+35.3% |
| Participant deferral / active EE | $1,331 | $5,506-75.8% | $4,672-71.5% | $5,609-76.3% |
| Admin fee / account holder | $233 | $11,457-98.0% | $8,547-97.3% | $10,827-97.8% |