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 5-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 | $53,147 | $148,534-64.2% | $135,903-60.9% | $139,434-61.9% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 25.24% | 79.19%-53.9pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,603 | $5,243-50.4% | $4,856-46.4% | $4,751-45.2% |
| Participant deferral / active EE | $2,393 | $8,100-70.5% | $7,758-69.2% | $6,710-64.3% |
| Admin fee / account holder | $41 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |