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 | $92,045 | $127,386-27.7% | $115,037-20.0% | $125,391-26.6% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 0.27% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,047 | $5,166-79.7% | $4,608-77.3% | $4,866-78.5% |
| Participant deferral / active EE | $1,308 | $6,423-79.6% | $6,026-78.3% | $5,352-75.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |