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 | $30,648 | $86,286-64.5% | $111,297-72.5% | $85,850-64.3% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 19.20% | 19.99%-0.8pp | 54.65%-35.4pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,434 | $2,043-29.8% | $2,731-47.5% | $2,565-44.1% |
| Participant deferral / active EE | $595 | $3,641-83.7% | $4,487-86.7% | $3,952-85.0% |
| Admin fee / account holder | $201 | $8,188-97.5% | $7,964-97.5% | $6,260-96.8% |