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 | $19,194 | $105,859-81.9% | $90,160-78.7% | $147,584-87.0% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 15.91% | 37.63%-21.7pp | 34.88%-19.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,167 | $4,126-47.5% | $3,318-34.7% | $4,876-55.6% |
| Participant deferral / active EE | $1,638 | $5,733-71.4% | $5,288-69.0% | $5,439-69.9% |
| Admin fee / account holder | $115 | $8,046-98.6% | $5,943-98.1% | $10,885-98.9% |