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 | $45,011 | $183,963-75.5% | $162,163-72.2% | $152,861-70.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 27.62% | 150.76%-123.1pp | 115.59%-88.0pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,592 | $6,371-75.0% | $5,614-71.6% | $4,762-66.6% |
| Participant deferral / active EE | $2,304 | $8,034-71.3% | $7,298-68.4% | $5,850-60.6% |
| Admin fee / account holder | $226 | $13,121-98.3% | $10,843-97.9% | $11,596-98.1% |