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 8-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 | $50,107 | $111,754-55.2% | $103,333-51.5% | $145,922-65.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.42% | 24.77%-12.3pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,556 | $4,212+31.9% | $3,868+43.6% | $4,660+19.2% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $12 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |