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 | $78,293 | $98,750-20.7% | $149,696-47.7% | $79,858-2.0% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 12.72% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,765 | $3,216-45.1% | $4,644-62.0% | $2,471-28.5% |
| Participant deferral / active EE | $2,175 | $5,680-61.7% | $6,842-68.2% | $3,740-41.9% |
| Admin fee / account holder | $267 | $6,053-95.6% | $9,309-97.1% | $5,306-95.0% |