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 | $71,813 | $150,440-52.3% | $136,294-47.3% | $147,584-51.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.35% | 1049.08%-1027.7pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,043 | $5,256-80.2% | $4,695-77.8% | $4,876-78.6% |
| Participant deferral / active EE | $1,915 | $6,630-71.1% | $6,247-69.3% | $5,439-64.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |