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 | $63,986 | $150,440-57.5% | $136,294-53.1% | $147,584-56.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.62% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $8,848 | $5,256+68.3% | $4,695+88.4% | $4,876+81.4% |
| Participant deferral / active EE | $1,013 | $6,630-84.7% | $6,247-83.8% | $5,439-81.4% |
| Admin fee / account holder | $294 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |