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 | $36,134 | $209,336-82.7% | $197,124-81.7% | $137,256-73.7% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 17.07% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,528 | $6,591-76.8% | $6,227-75.5% | $4,156-63.2% |
| Participant deferral / active EE | $2,409 | $9,614-74.9% | $9,135-73.6% | $6,407-62.4% |
| Admin fee / account holder | $103 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |