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 | $86,970 | $197,591-56.0% | $177,821-51.1% | $158,922-45.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.74% | 58.76%-42.0pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $4,207 | $6,697-37.2% | $5,918-28.9% | $4,761-11.6% |
| Participant deferral / active EE | $2,138 | $8,405-74.6% | $7,714-72.3% | $5,982-64.3% |
| Admin fee / account holder | $181 | $15,399-98.8% | $12,427-98.5% | $11,246-98.4% |