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 | $47,271 | $105,859-55.3% | $90,160-47.6% | $147,584-68.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 25.16% | 37.63%-12.5pp | 34.88%-9.7pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,328 | $4,126-67.8% | $3,318-60.0% | $4,876-72.8% |
| Participant deferral / active EE | $1,328 | $5,733-76.8% | $5,288-74.9% | $5,439-75.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |