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 5-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 | $34,917 | $214,378-83.7% | $200,582-82.6% | $142,382-75.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 23.85% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $7,851 | $6,841+14.8% | $6,419+22.3% | $4,299+82.6% |
| Participant deferral / active EE | $2,719 | $9,865-72.4% | $9,331-70.9% | $6,507-58.2% |
| Admin fee / account holder | $13 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |