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 | $47,784 | $135,952-64.9% | $123,892-61.4% | $273,961-82.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.27% | 56.63%-49.4pp | 47.52%-40.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,359 | $5,170-73.7% | $4,617-70.6% | $4,869-72.1% |
| Participant deferral / active EE | $1,648 | $6,343-74.0% | $5,984-72.5% | $5,287-68.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |