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 | $49,879 | $153,772-67.6% | $133,980-62.8% | $273,961-81.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.07% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,699 | $6,029-71.8% | $5,211-67.4% | $4,869-65.1% |
| Participant deferral / active EE | $1,760 | $6,958-74.7% | $6,282-72.0% | $5,287-66.7% |
| Admin fee / account holder | $83 | $11,765-99.3% | $9,324-99.1% | $10,132-99.2% |