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 | $195,624 | $127,386+53.6% | $115,037+70.1% | $125,391+56.0% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -3.42% | 31.28%-34.7pp | 26.14%-29.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,273 | $5,166-75.4% | $4,608-72.4% | $4,866-73.8% |
| Participant deferral / active EE | $1,561 | $6,423-75.7% | $6,026-74.1% | $5,352-70.8% |
| Admin fee / account holder | $11 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |