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 | $62,404 | $135,952-54.1% | $123,892-49.6% | $273,961-77.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.03% | 56.63%-52.6pp | 47.52%-43.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $29,392 | $5,170+468.5% | $4,617+536.6% | $4,869+503.7% |
| Participant deferral / active EE | $1,779 | $6,343-72.0% | $5,984-70.3% | $5,287-66.4% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |