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 | $108,990 | $77,145+41.3% | $108,410+0.5% | $85,850+27.0% |
| Participation rate | 96.2% | 74.7%+21.5pp | 80.1%+16.0pp | 69.3%+26.8pp |
| Annual return | 17.29% | 44.54%-27.3pp | 905.27%-888.0pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,095 | $2,379-11.9% | $3,558-41.1% | $2,565-18.3% |
| Participant deferral / active EE | $2,468 | $5,566-55.7% | $6,563-62.4% | $3,952-37.5% |
| Admin fee / account holder | $0 | $5,172-100.0% | $7,295-100.0% | $6,260-100.0% |