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 | $96,109 | $97,757-1.7% | $83,848+14.6% | $135,375-29.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.34% | 1287.37%-1287.7pp | 850.88%-851.2pp | 519.73%-520.1pp |
| Employer contribution / active EE | $3,552 | $4,222-15.9% | $3,631-2.2% | $4,779-25.7% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $206 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |