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 | $34,866 | $73,981-52.9% | $105,722-67.0% | $62,891-44.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 7.52% | 17.60%-10.1pp | 12.25%-4.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,143 | $2,856-60.0% | $4,079-72.0% | $2,281-49.9% |
| Participant deferral / active EE | $1,233 | $4,038-69.5% | $5,326-76.9% | $3,203-61.5% |
| Admin fee / account holder | $87 | $5,976-98.5% | $8,308-99.0% | $4,296-98.0% |