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 | $159,602-49.8% | $150,045-46.6% | $142,382-43.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 12.68% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,676 | $4,961-66.2% | $4,693-64.3% | $4,299-61.0% |
| Participant deferral / active EE | $1,659 | $8,310-80.0% | $7,997-79.2% | $6,507-74.5% |
| Admin fee / account holder | $6 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |