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 | $53,210 | $58,828-9.6% | $77,999-31.8% | $62,891-15.4% |
| Participation rate | 74.1% | 71.1%+3.0pp | 75.5%-1.4pp | 69.3%+4.8pp |
| Annual return | 18.74% | 17.16%+1.6pp | 425.96%-407.2pp | 20.14%-1.4pp |
| Employer contribution / active EE | $486 | $1,672-70.9% | $2,470-80.3% | $2,281-78.7% |
| Participant deferral / active EE | $1,049 | $2,686-61.0% | $3,497-70.0% | $3,203-67.3% |
| Admin fee / account holder | $240 | $4,393-94.5% | $5,480-95.6% | $4,296-94.4% |