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 | $212,672 | $88,583+140.1% | $88,497+140.3% | $273,961-22.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.74% | 5.68%+0.1pp | 7.63%-1.9pp | 41.45%-35.7pp |
| Employer contribution / active EE | $5,099 | $4,502+13.2% | $4,036+26.3% | $4,869+4.7% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $245 | $8,980-97.3% | $6,220-96.1% | $10,132-97.6% |