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 7-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 | $94,128 | $72,277+30.2% | $101,248-7.0% | $79,858+17.9% |
| Participation rate | 98.3% | 68.5%+29.9pp | 75.8%+22.5pp | 69.6%+28.7pp |
| Annual return | 13.60% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,157 | $2,692-57.0% | $3,660-68.4% | $2,471-53.2% |
| Participant deferral / active EE | $1,009 | $3,282-69.3% | $4,370-76.9% | $3,740-73.0% |
| Admin fee / account holder | $2 | $4,400-99.9% | $5,945-100.0% | $5,306-100.0% |