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 | $76,463 | $201,272-62.0% | $184,203-58.5% | $145,922-47.6% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 18.33% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,652 | $7,022-76.5% | $6,427-74.3% | $4,660-64.6% |
| Participant deferral / active EE | $2,609 | $9,806-73.4% | $9,131-71.4% | $6,688-61.0% |
| Admin fee / account holder | $158 | $16,364-99.0% | $13,901-98.9% | $13,397-98.8% |