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 | $62,057 | $78,422-20.9% | $95,952-35.3% | $79,858-22.3% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 15.26% | 19.37%-4.1pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,439 | $1,945-26.0% | $2,541-43.4% | $2,471-41.8% |
| Participant deferral / active EE | $1,258 | $3,440-63.4% | $4,167-69.8% | $3,740-66.4% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |