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 | $51,451 | $110,257-53.3% | $96,544-46.7% | $139,434-63.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 12.78% | 26.32%-13.5pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,966 | $3,620-18.0% | $2,965+0.1% | $4,751-37.6% |
| Participant deferral / active EE | $1,674 | $5,548-69.8% | $4,851-65.5% | $6,710-75.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |