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 | $108,436 | $90,600+19.7% | $79,464+36.5% | $135,375-19.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.11% | 977.43%-978.5pp | 718.14%-719.3pp | 519.73%-520.8pp |
| Employer contribution / active EE | $5,846 | $3,068+90.5% | $2,800+108.7% | $4,779+22.3% |
| Participant deferral / active EE | $140 | $4,050-96.5% | $3,704-96.2% | $5,609-97.5% |
| Admin fee / account holder | $45 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |