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 | $221,097 | $197,591+11.9% | $177,821+24.3% | $158,922+39.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.60% | 58.76%-36.2pp | 48.32%-25.7pp | 302.83%-280.2pp |
| Employer contribution / active EE | $3,991 | $6,697-40.4% | $5,918-32.6% | $4,761-16.2% |
| Participant deferral / active EE | $2,635 | $8,405-68.7% | $7,714-65.8% | $5,982-56.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |