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 | $26,050 | $142,405-81.7% | $115,157-77.4% | $152,861-83.0% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.4%-4.7pp |
| Annual return | 19.76% | 41.48%-21.7pp | 35.60%-15.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,770 | $4,010-6.0% | $3,179+18.6% | $4,762-20.8% |
| Participant deferral / active EE | $412 | $5,164-92.0% | $4,168-90.1% | $5,850-93.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |