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 | $60,222 | $90,503-33.5% | $78,689-23.5% | $273,961-78.0% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | 3.10% | 75.60%-72.5pp | 62.18%-59.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $3,200 | $3,176+0.8% | $2,851+12.3% | $4,869-34.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $257 | $5,263-95.1% | $4,510-94.3% | $10,132-97.5% |