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 | $108,328 | $209,411-48.3% | $178,490-39.3% | $158,922-31.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.40% | 188.75%-177.3pp | 151.07%-139.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,087 | $5,706-63.4% | $5,011-58.3% | $4,761-56.2% |
| Participant deferral / active EE | $1,923 | $5,954-67.7% | $5,202-63.0% | $5,982-67.9% |
| Admin fee / account holder | $124 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |