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 | $104,243 | $91,552+13.9% | $133,956-22.2% | $79,858+30.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.48% | 61.85%-51.4pp | 45.09%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $12,897 | $2,384+441.1% | $3,919+229.1% | $2,471+422.0% |
| Participant deferral / active EE | $1,297 | $3,733-65.3% | $5,048-74.3% | $3,740-65.3% |
| Admin fee / account holder | $279 | $6,321-95.6% | $8,927-96.9% | $5,306-94.7% |