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 7-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 | $129,237 | $102,245+26.4% | $89,340+44.7% | $137,256-5.8% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 16.59% | 21.89%-5.3pp | 20.57%-4.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $579 | $2,529-77.1% | $2,231-74.0% | $4,156-86.1% |
| Participant deferral / active EE | $724 | $4,436-83.7% | $3,823-81.1% | $6,407-88.7% |
| Admin fee / account holder | $123 | $8,085-98.5% | $6,704-98.2% | $12,270-99.0% |