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 9-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 | $162,851 | $181,894-10.5% | $156,549+4.0% | $273,961-40.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.32% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $13,077 | $6,248+109.3% | $5,501+137.7% | $4,869+168.6% |
| Participant deferral / active EE | $650 | $5,550-88.3% | $4,871-86.7% | $5,287-87.7% |
| Admin fee / account holder | $8 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |