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 | $31,277 | $172,111-81.8% | $150,298-79.2% | $137,256-77.2% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 14.67% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,239 | $4,636-30.1% | $4,154-22.0% | $4,156-22.1% |
| Participant deferral / active EE | $1,039 | $6,166-83.2% | $5,453-81.0% | $6,407-83.8% |
| Admin fee / account holder | $127 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |