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 | $204,446 | $177,572+15.1% | $154,803+32.1% | $142,382+43.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.50% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,457 | $4,810-48.9% | $4,305-42.9% | $4,299-42.8% |
| Participant deferral / active EE | $420 | $6,272-93.3% | $5,540-92.4% | $6,507-93.5% |
| Admin fee / account holder | $10 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |