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 | $164,798 | $138,065+19.4% | $123,544+33.4% | $135,375+21.7% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.16% | 153.68%-159.8pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,512 | $5,151-51.2% | $4,628-45.7% | $4,779-47.4% |
| Participant deferral / active EE | $686 | $6,799-89.9% | $6,426-89.3% | $5,609-87.8% |
| Admin fee / account holder | $73 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |