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 | $36,612 | $201,272-81.8% | $184,203-80.1% | $145,922-74.9% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.25% | 29.00%-15.7pp | 28.81%-15.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,161 | $7,022-69.2% | $6,427-66.4% | $4,660-53.6% |
| Participant deferral / active EE | $1,731 | $9,806-82.3% | $9,131-81.0% | $6,688-74.1% |
| Admin fee / account holder | $243 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |