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 | $72,136 | $175,202-58.8% | $149,673-51.8% | $139,434-48.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.07% | 166.71%-154.6pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,230 | $5,474-77.5% | $4,818-74.5% | $4,751-74.1% |
| Participant deferral / active EE | $1,230 | $6,519-81.1% | $5,680-78.3% | $6,710-81.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |