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 | $40,833 | $153,772-73.4% | $133,980-69.5% | $273,961-85.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.28% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,378 | $6,029-77.1% | $5,211-73.6% | $4,869-71.7% |
| Participant deferral / active EE | $1,378 | $6,958-80.2% | $6,282-78.1% | $5,287-73.9% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |