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 | $95,295 | $109,413-12.9% | $156,263-39.0% | $84,808+12.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.56% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $7,285 | $2,907+150.6% | $4,333+68.1% | $2,631+176.9% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $36 | $9,357-99.6% | $14,255-99.7% | $7,344-99.5% |