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 | $33,508 | $185,822-82.0% | $169,993-80.3% | $139,434-76.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.50% | 60.50%-44.0pp | 53.37%-36.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,775 | $7,590-76.6% | $6,785-73.8% | $4,751-62.6% |
| Participant deferral / active EE | $1,477 | $11,622-87.3% | $10,408-85.8% | $6,710-78.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |