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 | $34,659 | $202,318-82.9% | $172,739-79.9% | $152,861-77.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 13.69% | 1029.65%-1016.0pp | 802.84%-789.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $5,688 | $5,856-2.9% | $5,143+10.6% | $4,762+19.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $264 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |