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 7-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 | $55,117 | $81,632-32.5% | $70,449-21.8% | $158,922-65.3% |
| Participation rate | 73.7% | 77.7%-4.0pp | 75.1%-1.4pp | 82.0%-8.3pp |
| Annual return | 15.30% | 208.40%-193.1pp | 109.03%-93.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $808 | $3,217-74.9% | $2,737-70.5% | $4,761-83.0% |
| Participant deferral / active EE | $858 | $4,554-81.2% | $3,709-76.9% | $5,982-85.7% |
| Admin fee / account holder | $70 | $6,193-98.9% | $3,845-98.2% | $11,246-99.4% |