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 | $154,669 | $104,974+47.3% | $95,585+61.8% | $142,382+8.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.39% | 210.33%-189.9pp | 38.56%-18.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,841 | $2,779-33.7% | $2,527-27.1% | $4,299-57.2% |
| Participant deferral / active EE | $525 | $4,352-87.9% | $4,023-86.9% | $6,507-91.9% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |