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 | $41,546 | $153,772-73.0% | $133,980-69.0% | $273,961-84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.99% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,689 | $6,029-72.0% | $5,211-67.6% | $4,869-65.3% |
| Participant deferral / active EE | $585 | $6,958-91.6% | $6,282-90.7% | $5,287-88.9% |
| Admin fee / account holder | $60 | $11,765-99.5% | $9,324-99.4% | $10,132-99.4% |