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 | $150,863 | $99,640+51.4% | $86,436+74.5% | $134,475+12.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.90% | 6782.58%-6777.7pp | 4394.89%-4390.0pp | 417.96%-413.1pp |
| Employer contribution / active EE | $1,713 | $4,400-61.1% | $3,769-54.6% | $4,740-63.9% |
| Participant deferral / active EE | $1,000 | $7,246-86.2% | $6,952-85.6% | $6,400-84.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |