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 | $44,899 | $217,402-79.3% | $185,823-75.8% | $167,490-73.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.08% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,002 | $5,873-31.9% | $5,167-22.5% | $4,837-17.3% |
| Participant deferral / active EE | $673 | $6,356-89.4% | $5,568-87.9% | $6,341-89.4% |
| Admin fee / account holder | $273 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |