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 | $35,306 | $117,381-69.9% | $99,443-64.5% | $152,861-76.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 27.72% | 31.87%-4.1pp | 30.72%-3.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $391 | $3,013-87.0% | $2,540-84.6% | $4,762-91.8% |
| Participant deferral / active EE | $598 | $4,086-85.4% | $3,619-83.5% | $5,850-89.8% |
| Admin fee / account holder | $241 | $7,631-96.8% | $6,250-96.1% | $11,596-97.9% |