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 | $55,407 | $202,318-72.6% | $172,739-67.9% | $152,861-63.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 14.89% | 1029.65%-1014.8pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,569 | $5,856-73.2% | $5,143-69.5% | $4,762-67.1% |
| Participant deferral / active EE | $1,648 | $5,948-72.3% | $5,198-68.3% | $5,850-71.8% |
| Admin fee / account holder | $104 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |