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 | $145,600 | $209,411-30.5% | $178,490-18.4% | $158,922-8.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.19% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,240 | $5,706-78.3% | $5,011-75.3% | $4,761-74.0% |
| Participant deferral / active EE | $83 | $5,954-98.6% | $5,202-98.4% | $5,982-98.6% |
| Admin fee / account holder | $50 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |