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 | $21,327 | $85,006-74.9% | $76,190-72.0% | $145,922-85.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.56% | 13.11%+0.5pp | 13.78%-0.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,798 | $5,265-65.8% | $4,578-60.7% | $4,660-61.4% |
| Participant deferral / active EE | $493 | $6,392-92.3% | $5,474-91.0% | $6,688-92.6% |
| Admin fee / account holder | $148 | $5,760-97.4% | $5,123-97.1% | $13,397-98.9% |