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 | $83,107 | $177,572-53.2% | $154,803-46.3% | $142,382-41.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.83% | 65.07%-53.2pp | 58.88%-47.1pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,493 | $4,810-69.0% | $4,305-65.3% | $4,299-65.3% |
| Participant deferral / active EE | $1,602 | $6,272-74.5% | $5,540-71.1% | $6,507-75.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |