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 | $122,052 | $138,044-11.6% | $125,339-2.6% | $134,475-9.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 9.74% | 750.33%-740.6pp | 572.05%-562.3pp | 417.96%-408.2pp |
| Employer contribution / active EE | $1,193 | $5,243-77.2% | $4,814-75.2% | $4,740-74.8% |
| Participant deferral / active EE | $1,491 | $7,799-80.9% | $7,446-80.0% | $6,400-76.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |