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 | $93,785 | $149,734-37.4% | $118,925-21.1% | $158,922-41.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 16.27% | 19.95%-3.7pp | 35.88%-19.6pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,190 | $4,115-71.1% | $3,263-63.5% | $4,761-75.0% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $38 | $8,603-99.6% | $6,581-99.4% | $11,246-99.7% |