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 | $25,941 | $57,828-55.1% | $117,039-77.8% | $70,131-63.0% |
| Participation rate | 73.1% | 67.1%+6.0pp | 77.2%-4.1pp | 69.5%+3.5pp |
| Annual return | 21.98% | 17.55%+4.4pp | 18.95%+3.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $568 | $1,816-68.7% | $3,785-85.0% | $2,342-75.7% |
| Participant deferral / active EE | $669 | $2,438-72.6% | $3,929-83.0% | $3,332-79.9% |
| Admin fee / account holder | $193 | $3,548-94.6% | $5,974-96.8% | $4,645-95.9% |