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 | $54,382 | $217,402-75.0% | $185,823-70.7% | $167,490-67.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.27% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,710 | $5,873-19.8% | $5,167-8.9% | $4,837-2.6% |
| Participant deferral / active EE | $1,861 | $6,356-70.7% | $5,568-66.6% | $6,341-70.6% |
| Admin fee / account holder | $80 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |