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 | $22,893 | $165,335-86.2% | $149,696-84.7% | $158,922-85.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.68% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,004 | $5,103-80.3% | $4,644-78.4% | $4,761-78.9% |
| Participant deferral / active EE | $1,397 | $7,181-80.5% | $6,842-79.6% | $5,982-76.6% |
| Admin fee / account holder | $105 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |