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 | $91,488 | $99,652-8.2% | $78,778+16.1% | $147,584-38.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 23.28% | 47.28%-24.0pp | 35.62%-12.3pp | 578.55%-555.3pp |
| Employer contribution / active EE | $467 | $2,796-83.3% | $1,986-76.5% | $4,876-90.4% |
| Participant deferral / active EE | $472 | $3,664-87.1% | $2,958-84.0% | $5,439-91.3% |
| Admin fee / account holder | $145 | $7,155-98.0% | $5,134-97.2% | $10,885-98.7% |