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 | $15,644 | $114,381-86.3% | $107,525-85.5% | $142,382-89.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.20% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,166 | $4,015-71.0% | $3,754-68.9% | $4,299-72.9% |
| Participant deferral / active EE | $1,247 | $5,564-77.6% | $5,116-75.6% | $6,507-80.8% |
| Admin fee / account holder | $52 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |