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 | $47,890 | $99,341-51.8% | $84,750-43.5% | $273,961-82.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.72% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.7pp |
| Employer contribution / active EE | $5,000 | $4,214+18.7% | $3,574+39.9% | $4,869+2.7% |
| Participant deferral / active EE | $54 | $4,269-98.7% | $3,712-98.5% | $5,287-99.0% |
| Admin fee / account holder | $76 | $6,644-98.9% | $5,332-98.6% | $10,132-99.2% |