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 | $61,417 | $197,591-68.9% | $177,821-65.5% | $158,922-61.4% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.7%-6.5pp | 82.0%-0.7pp |
| Annual return | 28.96% | 58.76%-29.8pp | 48.32%-19.4pp | 302.83%-273.9pp |
| Employer contribution / active EE | $3,413 | $6,697-49.0% | $5,918-42.3% | $4,761-28.3% |
| Participant deferral / active EE | $1,992 | $8,405-76.3% | $7,714-74.2% | $5,982-66.7% |
| Admin fee / account holder | $1 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |