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 | $31,028 | $176,056-82.4% | $159,436-80.5% | $167,490-81.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.03% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,278 | $5,297-75.9% | $4,829-73.5% | $4,837-73.6% |
| Participant deferral / active EE | $1,957 | $7,750-74.8% | $7,352-73.4% | $6,341-69.1% |
| Admin fee / account holder | $64 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |