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 | $121,362 | $167,484-27.5% | $151,611-20.0% | $134,475-9.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | 5.35% | 7.80%-2.4pp | 3.33%+2.0pp | 417.96%-412.6pp |
| Employer contribution / active EE | $1,976 | $6,829-71.1% | $6,166-67.9% | $4,740-58.3% |
| Participant deferral / active EE | $2,014 | $8,986-77.6% | $8,363-75.9% | $6,400-68.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |