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 | $45,533 | $181,894-75.0% | $156,549-70.9% | $273,961-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.58% | 30.74%-23.2pp | 32.23%-24.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,329 | $6,248-30.7% | $5,501-21.3% | $4,869-11.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $63 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |