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 | $49,227 | $209,832-76.5% | $189,513-74.0% | $167,490-70.6% |
| Participation rate | 70.6% | 88.7%-18.1pp | 87.8%-17.2pp | 82.1%-11.5pp |
| Annual return | 25.78% | 748.27%-722.5pp | 555.15%-529.4pp | 478.56%-452.8pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,178 | $8,935-75.6% | $8,221-73.5% | $6,341-65.7% |
| Admin fee / account holder | $152 | $14,293-98.9% | $12,045-98.7% | $12,309-98.8% |