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 | $197,366 | $114,381+72.6% | $107,525+83.6% | $142,382+38.6% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 14.13% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,197 | $4,015-70.2% | $3,754-68.1% | $4,299-72.2% |
| Participant deferral / active EE | $1,397 | $5,564-74.9% | $5,116-72.7% | $6,507-78.5% |
| Admin fee / account holder | $300 | $9,860-97.0% | $8,919-96.6% | $12,624-97.6% |