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 | $36,571 | $76,367-52.1% | $93,606-60.9% | $72,985-49.9% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 21.00% | 25.82%-4.8pp | 32.76%-11.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $703 | $2,275-69.1% | $2,718-74.1% | $2,440-71.2% |
| Participant deferral / active EE | $1,268 | $3,538-64.2% | $4,069-68.8% | $3,607-64.9% |
| Admin fee / account holder | $107 | $6,838-98.4% | $7,888-98.6% | $5,124-97.9% |