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 | $68,002 | $171,865-60.4% | $149,718-54.6% | $147,584-53.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 10.07% | 2113.22%-2103.1pp | 1501.63%-1491.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,687 | $6,275-73.1% | $5,445-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $1,405 | $7,271-80.7% | $6,569-78.6% | $5,439-74.2% |
| Admin fee / account holder | $265 | $13,799-98.1% | $11,283-97.6% | $10,885-97.6% |