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 5-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 | $17,921 | $154,228-88.4% | $145,433-87.7% | $137,256-86.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 17.95% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,406 | $4,804-70.7% | $4,554-69.1% | $4,156-66.2% |
| Participant deferral / active EE | $1,717 | $8,216-79.1% | $7,897-78.3% | $6,407-73.2% |
| Admin fee / account holder | $287 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |