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 | $30,283 | $100,852-70.0% | $90,404-66.5% | $158,922-80.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.72% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $587 | $3,689-84.1% | $3,262-82.0% | $4,761-87.7% |
| Participant deferral / active EE | $587 | $4,348-86.5% | $3,963-85.2% | $5,982-90.2% |
| Admin fee / account holder | $288 | $6,501-95.6% | $5,611-94.9% | $11,246-97.4% |