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 8-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 | $61,721 | $85,766-28.0% | $136,294-54.7% | $70,131-12.0% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 23.08% | 31.45%-8.4pp | 5155.94%-5132.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,128 | $5,051-57.9% | $6,247-65.9% | $3,332-36.1% |
| Admin fee / account holder | $293 | $5,420-94.6% | $9,243-96.8% | $4,645-93.7% |