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 | $125,123 | $127,777-2.1% | $106,548+17.4% | $167,490-25.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.42% | 33.87%-14.4pp | 26.80%-7.4pp | 478.56%-459.1pp |
| Employer contribution / active EE | $5,766 | $3,427+68.3% | $2,819+104.5% | $4,837+19.2% |
| Participant deferral / active EE | $467 | $5,087-90.8% | $4,398-89.4% | $6,341-92.6% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |