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 | $72,176 | $165,335-56.3% | $149,696-51.8% | $158,922-54.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.22% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $5,222 | $5,103+2.3% | $4,644+12.4% | $4,761+9.7% |
| Participant deferral / active EE | $1,621 | $7,181-77.4% | $6,842-76.3% | $5,982-72.9% |
| Admin fee / account holder | $195 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |