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 | $80,131 | $154,228-48.0% | $145,433-44.9% | $137,256-41.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.68% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,676 | $4,804-65.1% | $4,554-63.2% | $4,156-59.7% |
| Participant deferral / active EE | $1,659 | $8,216-79.8% | $7,897-79.0% | $6,407-74.1% |
| Admin fee / account holder | $6 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |