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 | $37,769 | $157,256-76.0% | $141,162-73.2% | $152,861-75.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.04% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $968 | $5,261-81.6% | $4,735-79.6% | $4,762-79.7% |
| Participant deferral / active EE | $1,992 | $7,109-72.0% | $6,709-70.3% | $5,850-66.0% |
| Admin fee / account holder | $222 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |