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 | $163,743 | $238,490-31.3% | $180,183-9.1% | $142,382+15.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.55% | 33.56%-17.0pp | 27.86%-11.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,643 | $6,143-40.7% | $5,039-27.7% | $4,299-15.3% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $6,822-100.0% | $6,507-100.0% |
| Admin fee / account holder | $82 | $28,866-99.7% | $19,975-99.6% | $12,624-99.3% |