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 | $72,947 | $185,822-60.7% | $169,993-57.1% | $139,434-47.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 23.56% | 60.50%-36.9pp | 53.37%-29.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,478 | $7,590-80.5% | $6,785-78.2% | $4,751-68.9% |
| Participant deferral / active EE | $2,956 | $11,622-74.6% | $10,408-71.6% | $6,710-55.9% |
| Admin fee / account holder | $33 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |