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 | $63,615 | $165,335-61.5% | $149,696-57.5% | $158,922-60.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.41% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,559 | $5,103-69.5% | $4,644-66.4% | $4,761-67.3% |
| Participant deferral / active EE | $1,940 | $7,181-73.0% | $6,842-71.6% | $5,982-67.6% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |