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 | $33,200 | $198,466-83.3% | $170,442-80.5% | $147,584-77.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.80% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $5,242 | $6,184-15.2% | $5,433-3.5% | $4,876+7.5% |
| Participant deferral / active EE | $1,557 | $5,629-72.3% | $4,939-68.5% | $5,439-71.4% |
| Admin fee / account holder | $75 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |