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 | $98,138 | $180,449-45.6% | $154,107-36.3% | $135,375-27.5% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | 1.20% | 888.09%-886.9pp | 735.12%-733.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $5,556 | $6,035-7.9% | $5,298+4.9% | $4,779+16.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $285 | $16,143-98.2% | $13,411-97.9% | $10,827-97.4% |