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 | $73,781 | $202,318-63.5% | $172,739-57.3% | $152,861-51.7% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 19.14% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $36 | $5,948-99.4% | $5,198-99.3% | $5,850-99.4% |
| Admin fee / account holder | $104 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |