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 | $55,563 | $181,894-69.5% | $156,549-64.5% | $273,961-79.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $893 | $5,550-83.9% | $4,871-81.7% | $5,287-83.1% |
| Admin fee / account holder | $63 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |