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 | $60,591 | $183,519-67.0% | $155,509-61.0% | $145,922-58.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.04% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,180 | $5,313-77.8% | $4,672-74.7% | $4,660-74.7% |
| Participant deferral / active EE | $128 | $6,462-98.0% | $5,626-97.7% | $6,688-98.1% |
| Admin fee / account holder | $277 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |