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 | $127,552 | $183,963-30.7% | $162,163-21.3% | $152,861-16.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 23.54% | 150.76%-127.2pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $15,625 | $6,371+145.3% | $5,614+178.3% | $4,762+228.1% |
| Participant deferral / active EE | $1,150 | $8,034-85.7% | $7,298-84.2% | $5,850-80.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |