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 | $30,708 | $135,952-77.4% | $123,892-75.2% | $273,961-88.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.50% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,258 | $5,170-75.7% | $4,617-72.8% | $4,869-74.2% |
| Participant deferral / active EE | $1,805 | $6,343-71.5% | $5,984-69.8% | $5,287-65.9% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |