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 | $131,938 | $201,272-34.4% | $184,203-28.4% | $145,922-9.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 13.83% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,487 | $7,022-78.8% | $6,427-76.9% | $4,660-68.1% |
| Participant deferral / active EE | $1,795 | $9,806-81.7% | $9,131-80.3% | $6,688-73.2% |
| Admin fee / account holder | $298 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |