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 | $29,558 | $96,557-69.4% | $80,975-63.5% | $273,961-89.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.78% | 15.14%-9.4pp | 17.10%-11.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,381 | $4,868-71.6% | $3,714-62.8% | $4,869-71.6% |
| Participant deferral / active EE | $1,381 | $6,598-79.1% | $5,696-75.8% | $5,287-73.9% |
| Admin fee / account holder | $101 | $7,492-98.7% | $5,516-98.2% | $10,132-99.0% |