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 9-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 | $74,058 | $183,519-59.6% | $155,509-52.4% | $145,922-49.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.41% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,100 | $5,313-79.3% | $4,672-76.5% | $4,660-76.4% |
| Participant deferral / active EE | $1,100 | $6,462-83.0% | $5,626-80.4% | $6,688-83.6% |
| Admin fee / account holder | $82 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |