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 | $44,415 | $172,111-74.2% | $150,298-70.4% | $137,256-67.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.96% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,732 | $4,636-62.6% | $4,154-58.3% | $4,156-58.3% |
| Participant deferral / active EE | $1,575 | $6,166-74.5% | $5,453-71.1% | $6,407-75.4% |
| Admin fee / account holder | $231 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |