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 | $89,493 | $165,335-45.9% | $149,696-40.2% | $158,922-43.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 8.39% | 348.15%-339.8pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $3,296 | $5,103-35.4% | $4,644-29.0% | $4,761-30.8% |
| Participant deferral / active EE | $1,958 | $7,181-72.7% | $6,842-71.4% | $5,982-67.3% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |