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 | $45,270 | $127,386-64.5% | $115,037-60.6% | $125,391-63.9% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 1.10% | 31.28%-30.2pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,168 | $5,166-77.4% | $4,608-74.6% | $4,866-76.0% |
| Participant deferral / active EE | $1,256 | $6,423-80.4% | $6,026-79.2% | $5,352-76.5% |
| Admin fee / account holder | $236 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |