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 | $35,832 | $124,281-71.2% | $109,143-67.2% | $167,490-78.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 10.33% | 26.04%-15.7pp | 25.75%-15.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $7,500 | $4,207+78.3% | $3,722+101.5% | $4,837+55.0% |
| Participant deferral / active EE | $925 | $5,255-82.4% | $4,653-80.1% | $6,341-85.4% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |