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 | $0 | $153,772-100.0% | $133,980-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 9.59% | 36.51%-26.9pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $150 | $6,958-97.8% | $6,282-97.6% | $5,287-97.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |