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 | $45,753 | $217,402-79.0% | $185,823-75.4% | $167,490-72.7% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 11.71% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,063 | $5,873-47.8% | $5,167-40.7% | $4,837-36.7% |
| Participant deferral / active EE | $268 | $6,356-95.8% | $5,568-95.2% | $6,341-95.8% |
| Admin fee / account holder | $291 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |