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 | $90,293 | $201,272-55.1% | $184,203-51.0% | $145,922-38.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 22.02% | 29.00%-7.0pp | 28.81%-6.8pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,791 | $7,022-17.5% | $6,427-9.9% | $4,660+24.3% |
| Participant deferral / active EE | $1,258 | $9,806-87.2% | $9,131-86.2% | $6,688-81.2% |
| Admin fee / account holder | $293 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |