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 | $115,411 | $214,378-46.2% | $200,582-42.5% | $142,382-18.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.57% | 46.41%-28.8pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,605 | $6,841-3.5% | $6,419+2.9% | $4,299+53.6% |
| Participant deferral / active EE | $1,327 | $9,865-86.5% | $9,331-85.8% | $6,507-79.6% |
| Admin fee / account holder | $110 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |