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 | $59,124 | $96,557-38.8% | $80,975-27.0% | $273,961-78.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.37% | 15.14%-5.8pp | 17.10%-7.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,499 | $4,868-69.2% | $3,714-59.7% | $4,869-69.2% |
| Participant deferral / active EE | $1,232 | $6,598-81.3% | $5,696-78.4% | $5,287-76.7% |
| Admin fee / account holder | $114 | $7,492-98.5% | $5,516-97.9% | $10,132-98.9% |