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 | $69,711 | $118,450-41.1% | $98,439-29.2% | $139,434-50.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 18.94%-7.2pp | 21.16%-9.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,241 | $3,609-65.6% | $3,048-59.3% | $4,751-73.9% |
| Participant deferral / active EE | $362 | $5,392-93.3% | $4,738-92.4% | $6,710-94.6% |
| Admin fee / account holder | $95 | $14,026-99.3% | $8,948-98.9% | $11,403-99.2% |