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 | $54,771 | $159,602-65.7% | $150,045-63.5% | $142,382-61.5% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 18.27% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,454 | $4,961-70.7% | $4,693-69.0% | $4,299-66.2% |
| Participant deferral / active EE | $2,249 | $8,310-72.9% | $7,997-71.9% | $6,507-65.4% |
| Admin fee / account holder | $156 | $14,846-99.0% | $13,435-98.8% | $12,624-98.8% |