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 | $26,878 | $88,672-69.7% | $105,223-74.5% | $82,448-67.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.76% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,493 | $3,048-18.2% | $3,689-32.4% | $2,551-2.3% |
| Participant deferral / active EE | $1,625 | $4,036-59.7% | $5,072-68.0% | $4,139-60.8% |
| Admin fee / account holder | $162 | $7,146-97.7% | $8,859-98.2% | $7,234-97.8% |