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 | $41,438 | $163,687-74.7% | $108,745-61.9% | $273,961-84.9% |
| Participation rate | 93.8% | 82.3%+11.4pp | 77.7%+16.1pp | 83.0%+10.7pp |
| Annual return | 4.87% | 31.16%-26.3pp | 46.22%-41.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,956 | $4,711-58.5% | $3,323-41.2% | $4,869-59.8% |
| Participant deferral / active EE | $1,321 | $7,155-81.5% | $5,121-74.2% | $5,287-75.0% |
| Admin fee / account holder | $295 | $12,890-97.7% | $6,144-95.2% | $10,132-97.1% |