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 | $91,360 | $159,901-42.9% | $146,958-37.8% | $145,922-37.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.52% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,805 | $5,286-65.9% | $4,933-63.4% | $4,660-61.3% |
| Participant deferral / active EE | $2,386 | $8,428-71.7% | $8,070-70.4% | $6,688-64.3% |
| Admin fee / account holder | $264 | $15,044-98.2% | $12,998-98.0% | $13,397-98.0% |