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 | $53,710 | $88,707-39.5% | $74,183-27.6% | $273,961-80.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.34% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $7,627 | $3,159+141.4% | $2,370+221.8% | $4,869+56.6% |
| Participant deferral / active EE | $723 | $4,212-82.8% | $3,550-79.6% | $5,287-86.3% |
| Admin fee / account holder | $137 | $8,717-98.4% | $5,586-97.6% | $10,132-98.6% |