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 | $78,511 | $176,056-55.4% | $159,436-50.8% | $167,490-53.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.83% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,419 | $5,297-73.2% | $4,829-70.6% | $4,837-70.7% |
| Participant deferral / active EE | $2,555 | $7,750-67.0% | $7,352-65.3% | $6,341-59.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |