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 | $36,115 | $176,056-79.5% | $159,436-77.3% | $167,490-78.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 21.05% | 331.75%-310.7pp | 263.57%-242.5pp | 478.56%-457.5pp |
| Employer contribution / active EE | $1,412 | $5,297-73.4% | $4,829-70.8% | $4,837-70.8% |
| Participant deferral / active EE | $728 | $7,750-90.6% | $7,352-90.1% | $6,341-88.5% |
| Admin fee / account holder | $119 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |