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 | $35,903 | $112,881-68.2% | $90,951-60.5% | $158,922-77.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.25% | 215.79%-195.5pp | 134.60%-114.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,167 | $2,893-59.7% | $2,122-45.0% | $4,761-75.5% |
| Participant deferral / active EE | $632 | $4,128-84.7% | $3,373-81.3% | $5,982-89.4% |
| Admin fee / account holder | $262 | $8,041-96.7% | $5,959-95.6% | $11,246-97.7% |