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 | $65,598 | $171,865-61.8% | $149,718-56.2% | $147,584-55.6% |
| Participation rate | 73.7% | 88.2%-14.5pp | 87.1%-13.4pp | 82.8%-9.1pp |
| Annual return | 15.21% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,567 | $6,275-75.0% | $5,445-71.2% | $4,876-67.9% |
| Participant deferral / active EE | $1,687 | $7,271-76.8% | $6,569-74.3% | $5,439-69.0% |
| Admin fee / account holder | $10 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |