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 | $163,774 | $112,881+45.1% | $90,951+80.1% | $158,922+3.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.12% | 215.79%-209.7pp | 134.60%-128.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $8,407 | $2,893+190.6% | $2,122+296.2% | $4,761+76.6% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $252 | $8,041-96.9% | $5,959-95.8% | $11,246-97.8% |