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 5-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 | $85,465 | $127,386-32.9% | $115,037-25.7% | $125,391-31.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.35% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $840 | $5,166-83.7% | $4,608-81.8% | $4,866-82.7% |
| Participant deferral / active EE | $1,310 | $6,423-79.6% | $6,026-78.3% | $5,352-75.5% |
| Admin fee / account holder | $93 | $9,516-99.0% | $8,175-98.9% | $9,540-99.0% |