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 | $39,714 | $56,897-30.2% | $84,750-53.1% | $62,891-36.9% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 11.37% | 6.30%+5.1pp | 22.78%-11.4pp | 20.14%-8.8pp |
| Employer contribution / active EE | $4,709 | $2,400+96.2% | $3,574+31.7% | $2,281+106.5% |
| Participant deferral / active EE | $308 | $2,709-88.6% | $3,712-91.7% | $3,203-90.4% |
| Admin fee / account holder | $116 | $3,581-96.8% | $5,332-97.8% | $4,296-97.3% |