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 | $169,246 | $99,341+70.4% | $84,750+99.7% | $273,961-38.2% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.50% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $659 | $4,269-84.6% | $3,712-82.2% | $5,287-87.5% |
| Admin fee / account holder | $33 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |