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 | $43,860 | $153,772-71.5% | $133,980-67.3% | $273,961-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.57% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $6,743 | $6,029+11.8% | $5,211+29.4% | $4,869+38.5% |
| Participant deferral / active EE | $851 | $6,958-87.8% | $6,282-86.5% | $5,287-83.9% |
| Admin fee / account holder | $208 | $11,765-98.2% | $9,324-97.8% | $10,132-97.9% |