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 | $26,152 | $121,625-78.5% | $104,607-75.0% | $158,922-83.5% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 19.71% | 465.26%-445.6pp | 340.46%-320.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $353 | $3,163-88.8% | $2,681-86.8% | $4,761-92.6% |
| Participant deferral / active EE | $486 | $4,177-88.4% | $3,740-87.0% | $5,982-91.9% |
| Admin fee / account holder | $43 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |