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 | $24,836 | $76,000-67.3% | $154,107-83.9% | $64,186-61.3% |
| Participation rate | 91.8% | 70.4%+21.4pp | 83.0%+8.8pp | 69.6%+22.3pp |
| Annual return | 7.77% | 30.32%-22.5pp | 735.12%-727.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,532 | $3,351-54.3% | $5,298-71.1% | $2,381-35.6% |
| Participant deferral / active EE | $868 | $3,175-72.7% | $5,081-82.9% | $3,470-75.0% |
| Admin fee / account holder | $165 | $5,596-97.1% | $13,411-98.8% | $4,888-96.6% |