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 | $164,413 | $157,256+4.6% | $141,162+16.5% | $152,861+7.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.85% | 64.32%-36.5pp | 71.39%-43.5pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,810 | $5,261-65.6% | $4,735-61.8% | $4,762-62.0% |
| Participant deferral / active EE | $2,282 | $7,109-67.9% | $6,709-66.0% | $5,850-61.0% |
| Admin fee / account holder | $111 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |