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 | $25,777 | $112,881-77.2% | $90,951-71.7% | $158,922-83.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 12.26% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $591 | $2,893-79.6% | $2,122-72.2% | $4,761-87.6% |
| Participant deferral / active EE | $605 | $4,128-85.3% | $3,373-82.1% | $5,982-89.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |