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 | $96,862 | $124,281-22.1% | $109,143-11.3% | $167,490-42.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.04% | 26.04%-2.0pp | 25.75%-1.7pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,849 | $4,207-56.1% | $3,722-50.3% | $4,837-61.8% |
| Participant deferral / active EE | $771 | $5,255-85.3% | $4,653-83.4% | $6,341-87.8% |
| Admin fee / account holder | $267 | $7,970-96.7% | $6,752-96.1% | $12,309-97.8% |