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 | $142,029 | $202,318-29.8% | $172,739-17.8% | $152,861-7.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.01% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,853 | $5,856+34.1% | $5,143+52.7% | $4,762+64.9% |
| Participant deferral / active EE | $564 | $5,948-90.5% | $5,198-89.2% | $5,850-90.4% |
| Admin fee / account holder | $72 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |