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 | $22,411 | $159,602-86.0% | $150,045-85.1% | $142,382-84.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,838 | $4,961-62.9% | $4,693-60.8% | $4,299-57.2% |
| Participant deferral / active EE | $2,280 | $8,310-72.6% | $7,997-71.5% | $6,507-65.0% |
| Admin fee / account holder | $155 | $14,846-99.0% | $13,435-98.8% | $12,624-98.8% |