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 | $208,375 | $197,591+5.5% | $177,821+17.2% | $158,922+31.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.53% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,337 | $6,697-20.3% | $5,918-9.8% | $4,761+12.1% |
| Participant deferral / active EE | $655 | $8,405-92.2% | $7,714-91.5% | $5,982-89.1% |
| Admin fee / account holder | $270 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |