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 | $39,928 | $135,952-70.6% | $123,892-67.8% | $273,961-85.4% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 8.42% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,837 | $5,170-64.5% | $4,617-60.2% | $4,869-62.3% |
| Participant deferral / active EE | $588 | $6,343-90.7% | $5,984-90.2% | $5,287-88.9% |
| Admin fee / account holder | $2 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |