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 | $30,326 | $135,952-77.7% | $123,892-75.5% | $273,961-88.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.12% | 56.63%-45.5pp | 47.52%-36.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,000 | $5,170-80.7% | $4,617-78.3% | $4,869-79.5% |
| Participant deferral / active EE | $1,667 | $6,343-73.7% | $5,984-72.1% | $5,287-68.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |