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 | $39,173 | $97,044-59.6% | $83,333-53.0% | $135,375-71.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 7.04% | 12.31%-5.3pp | 10.63%-3.6pp | 519.73%-512.7pp |
| Employer contribution / active EE | $3,875 | $4,143-6.5% | $3,379+14.7% | $4,779-18.9% |
| Participant deferral / active EE | $450 | $5,964-92.5% | $5,565-91.9% | $5,609-92.0% |
| Admin fee / account holder | $10 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |