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 | $90,071 | $159,602-43.6% | $150,045-40.0% | $142,382-36.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.59% | 70.24%-47.6pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $930 | $4,961-81.2% | $4,693-80.2% | $4,299-78.4% |
| Participant deferral / active EE | $1,222 | $8,310-85.3% | $7,997-84.7% | $6,507-81.2% |
| Admin fee / account holder | $14 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |