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 | $144,490 | $185,822-22.2% | $169,993-15.0% | $139,434+3.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 37.35% | 60.50%-23.2pp | 53.37%-16.0pp | 372.94%-335.6pp |
| Employer contribution / active EE | $2,284 | $7,590-69.9% | $6,785-66.3% | $4,751-51.9% |
| Participant deferral / active EE | $984 | $11,622-91.5% | $10,408-90.5% | $6,710-85.3% |
| Admin fee / account holder | $249 | $15,381-98.4% | $12,815-98.1% | $11,403-97.8% |