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 | $80,568 | $148,534-45.8% | $135,903-40.7% | $139,434-42.2% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 15.35% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,803 | $5,243-65.6% | $4,856-62.9% | $4,751-62.0% |
| Participant deferral / active EE | $1,950 | $8,100-75.9% | $7,758-74.9% | $6,710-70.9% |
| Admin fee / account holder | $166 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |