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 | $121,626 | $148,534-18.1% | $135,903-10.5% | $139,434-12.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.63% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,452 | $5,243-72.3% | $4,856-70.1% | $4,751-69.4% |
| Participant deferral / active EE | $1,917 | $8,100-76.3% | $7,758-75.3% | $6,710-71.4% |
| Admin fee / account holder | $56 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |