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 7-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 | $96,491 | $106,584-9.5% | $101,326-4.8% | $142,382-32.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 14.94% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $165 | $3,956-95.8% | $3,665-95.5% | $4,299-96.2% |
| Participant deferral / active EE | $95 | $8,297-98.9% | $7,994-98.8% | $6,507-98.5% |
| Admin fee / account holder | $219 | $11,446-98.1% | $11,185-98.0% | $12,624-98.3% |