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 | $112,623 | $127,065-11.4% | $113,168-0.5% | $142,382-20.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 18.07% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,556 | $3,442-54.8% | $2,975-47.7% | $4,299-63.8% |
| Participant deferral / active EE | $1,778 | $5,716-68.9% | $5,107-65.2% | $6,507-72.7% |
| Admin fee / account holder | $40 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |