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 3-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 | $53,645 | $201,272-73.3% | $184,203-70.9% | $145,922-63.2% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 15.38% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,684 | $7,022-76.0% | $6,427-73.8% | $4,660-63.9% |
| Participant deferral / active EE | $1,846 | $9,806-81.2% | $9,131-79.8% | $6,688-72.4% |
| Admin fee / account holder | $101 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |