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 | $60,329 | $159,901-62.3% | $146,958-58.9% | $145,922-58.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.90% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,833 | $5,286-46.4% | $4,933-42.6% | $4,660-39.2% |
| Participant deferral / active EE | $699 | $8,428-91.7% | $8,070-91.3% | $6,688-89.6% |
| Admin fee / account holder | $262 | $15,044-98.3% | $12,998-98.0% | $13,397-98.0% |