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 | $54,526 | $165,335-67.0% | $149,696-63.6% | $158,922-65.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.28% | 348.15%-327.9pp | 276.60%-256.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,928 | $5,103-42.6% | $4,644-37.0% | $4,761-38.5% |
| Participant deferral / active EE | $863 | $7,181-88.0% | $6,842-87.4% | $5,982-85.6% |
| Admin fee / account holder | $1 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |