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 | $57,384 | $97,125-40.9% | $86,233-33.5% | $137,256-58.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 12.75% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $756 | $2,841-73.4% | $2,504-69.8% | $4,156-81.8% |
| Participant deferral / active EE | $489 | $5,180-90.6% | $4,559-89.3% | $6,407-92.4% |
| Admin fee / account holder | $95 | $9,725-99.0% | $8,342-98.9% | $12,270-99.2% |