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 | $28,340 | $118,450-76.1% | $98,439-71.2% | $139,434-79.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.30% | 18.94%+2.4pp | 21.16%+0.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,384 | $3,609-61.6% | $3,048-54.6% | $4,751-70.9% |
| Participant deferral / active EE | $1,015 | $5,392-81.2% | $4,738-78.6% | $6,710-84.9% |
| Admin fee / account holder | $259 | $14,026-98.2% | $8,948-97.1% | $11,403-97.7% |