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 | $29,043 | $138,065-79.0% | $123,544-76.5% | $135,375-78.5% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | 7.65% | 153.68%-146.0pp | 119.20%-111.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,084 | $6,799-69.3% | $6,426-67.6% | $5,609-62.8% |
| Admin fee / account holder | $223 | $10,916-98.0% | $9,284-97.6% | $10,827-97.9% |