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 | $27,333 | $138,065-80.2% | $123,544-77.9% | $135,375-79.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 0.27% | 153.68%-153.4pp | 119.20%-118.9pp | 519.73%-519.5pp |
| Employer contribution / active EE | $1,230 | $5,151-76.1% | $4,628-73.4% | $4,779-74.3% |
| Participant deferral / active EE | $1,358 | $6,799-80.0% | $6,426-78.9% | $5,609-75.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |