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 | $46,763 | $150,440-68.9% | $136,294-65.7% | $147,584-68.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 16.34% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,009 | $5,256-80.8% | $4,695-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $1,783 | $6,630-73.1% | $6,247-71.5% | $5,439-67.2% |
| Admin fee / account holder | $110 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |