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 | $164,957 | $185,822-11.2% | $169,993-3.0% | $139,434+18.3% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 25.03% | 60.50%-35.5pp | 53.37%-28.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $4,514 | $7,590-40.5% | $6,785-33.5% | $4,751-5.0% |
| Participant deferral / active EE | $2,128 | $11,622-81.7% | $10,408-79.6% | $6,710-68.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |