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 | $32,907 | $102,616-67.9% | $81,983-59.9% | $158,922-79.3% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 13.55% | 61.04%-47.5pp | 41.31%-27.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,913 | $3,240-40.9% | $2,498-23.4% | $4,761-59.8% |
| Participant deferral / active EE | $960 | $4,648-79.3% | $3,722-74.2% | $5,982-84.0% |
| Admin fee / account holder | $268 | $8,235-96.7% | $5,664-95.3% | $11,246-97.6% |