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 | $53,662 | $160,055-66.5% | $140,016-61.7% | $135,375-60.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | 13.31% | 911.38%-898.1pp | 651.12%-637.8pp | 519.73%-506.4pp |
| Employer contribution / active EE | $1,423 | $6,420-77.8% | $5,606-74.6% | $4,779-70.2% |
| Participant deferral / active EE | $1,749 | $7,642-77.1% | $6,927-74.8% | $5,609-68.8% |
| Admin fee / account holder | $253 | $13,328-98.1% | $10,705-97.6% | $10,827-97.7% |