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 | $163,816 | $115,770+41.5% | $101,248+61.8% | $158,922+3.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.95% | 56.14%-46.2pp | 46.47%-36.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $5,471 | $4,175+31.0% | $3,660+49.5% | $4,761+14.9% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $47 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |