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 | $55,581 | $157,256-64.7% | $141,162-60.6% | $152,861-63.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 20.04% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,205 | $5,261-77.1% | $4,735-74.5% | $4,762-74.7% |
| Participant deferral / active EE | $1,341 | $7,109-81.1% | $6,709-80.0% | $5,850-77.1% |
| Admin fee / account holder | $243 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |