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 | $27,952 | $152,587-81.7% | $125,175-77.7% | $152,861-81.7% |
| Participation rate | 78.9% | 83.3%-4.4pp | 79.8%-0.8pp | 82.4%-3.5pp |
| Annual return | 17.73% | 54.84%-37.1pp | 43.79%-26.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,119 | $4,946-77.4% | $3,865-71.0% | $4,762-76.5% |
| Participant deferral / active EE | $1,723 | $5,868-70.6% | $4,937-65.1% | $5,850-70.6% |
| Admin fee / account holder | $129 | $13,434-99.0% | $9,702-98.7% | $11,596-98.9% |