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 4-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 | $35,716 | $154,228-76.8% | $145,433-75.4% | $137,256-74.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.05% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,606 | $4,804-66.6% | $4,554-64.7% | $4,156-61.4% |
| Participant deferral / active EE | $2,167 | $8,216-73.6% | $7,897-72.6% | $6,407-66.2% |
| Admin fee / account holder | $149 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |