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 | $39,675 | $180,449-78.0% | $154,107-74.3% | $135,375-70.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.84% | 888.09%-880.3pp | 735.12%-727.3pp | 519.73%-511.9pp |
| Employer contribution / active EE | $6,112 | $6,035+1.3% | $5,298+15.4% | $4,779+27.9% |
| Participant deferral / active EE | $1,846 | $5,806-68.2% | $5,081-63.7% | $5,609-67.1% |
| Admin fee / account holder | $198 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |