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 4-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 | $77,295 | $124,425-37.9% | $112,040-31.0% | $137,256-43.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.50% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $8,472 | $3,411+148.3% | $2,954+186.8% | $4,156+103.8% |
| Participant deferral / active EE | $1,345 | $5,718-76.5% | $5,098-73.6% | $6,407-79.0% |
| Admin fee / account holder | $286 | $15,207-98.1% | $12,098-97.6% | $12,270-97.7% |