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 | $97,563 | $154,228-36.7% | $145,433-32.9% | $137,256-28.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 15.60% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $987 | $4,804-79.4% | $4,554-78.3% | $4,156-76.2% |
| Participant deferral / active EE | $1,601 | $8,216-80.5% | $7,897-79.7% | $6,407-75.0% |
| Admin fee / account holder | $64 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |