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 | $194,149 | $110,257+76.1% | $96,544+101.1% | $139,434+39.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.18% | 26.32%-9.1pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,864 | $3,620-20.9% | $2,965-3.4% | $4,751-39.7% |
| Participant deferral / active EE | $372 | $5,548-93.3% | $4,851-92.3% | $6,710-94.5% |
| Admin fee / account holder | $1 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |