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 | $44,214 | $123,793-64.3% | $177,821-75.1% | $79,858-44.6% |
| Participation rate | 70.0% | 84.7%-14.7pp | 87.7%-17.7pp | 69.6%+0.4pp |
| Annual return | 17.57% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,811 | $4,095-55.8% | $5,918-69.4% | $2,471-26.7% |
| Participant deferral / active EE | $2,265 | $5,956-62.0% | $7,714-70.6% | $3,740-39.5% |
| Admin fee / account holder | $212 | $7,243-97.1% | $12,427-98.3% | $5,306-96.0% |