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 | $40,044 | $132,239-69.7% | $105,722-62.1% | $273,961-85.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.04% | 10.07%-3.0pp | 12.25%-5.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,342 | $4,867-72.4% | $4,079-67.1% | $4,869-72.4% |
| Participant deferral / active EE | $1,657 | $6,233-73.4% | $5,326-68.9% | $5,287-68.7% |
| Admin fee / account holder | $268 | $12,032-97.8% | $8,308-96.8% | $10,132-97.4% |