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 | $83,339 | $198,466-58.0% | $170,442-51.1% | $147,584-43.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.60% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,146 | $6,184-65.3% | $5,433-60.5% | $4,876-56.0% |
| Participant deferral / active EE | $1,050 | $5,629-81.3% | $4,939-78.7% | $5,439-80.7% |
| Admin fee / account holder | $244 | $16,852-98.6% | $13,880-98.2% | $10,885-97.8% |