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 | $54,485 | $152,587-64.3% | $125,175-56.5% | $152,861-64.4% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.4%+13.2pp |
| Annual return | 22.18% | 54.84%-32.7pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,161 | $4,946-76.5% | $3,865-70.0% | $4,762-75.6% |
| Participant deferral / active EE | $1,073 | $5,868-81.7% | $4,937-78.3% | $5,850-81.7% |
| Admin fee / account holder | $51 | $13,434-99.6% | $9,702-99.5% | $11,596-99.6% |