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 | $37,641 | $165,335-77.2% | $149,696-74.9% | $158,922-76.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 12.17% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $956 | $5,103-81.3% | $4,644-79.4% | $4,761-79.9% |
| Participant deferral / active EE | $1,146 | $7,181-84.0% | $6,842-83.3% | $5,982-80.8% |
| Admin fee / account holder | $52 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |