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 | $79,476 | $105,998-25.0% | $92,233-13.8% | $147,584-46.1% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 14.80% | 50.05%-35.2pp | 176.28%-161.5pp | 578.55%-563.7pp |
| Employer contribution / active EE | $718 | $4,333-83.4% | $3,679-80.5% | $4,876-85.3% |
| Participant deferral / active EE | $969 | $4,478-78.4% | $3,897-75.1% | $5,439-82.2% |
| Admin fee / account holder | $42 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |