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 | $30,692 | $104,251-70.6% | $91,001-66.3% | $147,584-79.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 18.44% | 27.06%-8.6pp | 4.60%+13.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $649 | $3,116-79.2% | $2,456-73.6% | $4,876-86.7% |
| Participant deferral / active EE | $652 | $4,195-84.5% | $3,547-81.6% | $5,439-88.0% |
| Admin fee / account holder | $138 | $8,948-98.5% | $5,417-97.4% | $10,885-98.7% |