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 | $68,009 | $124,281-45.3% | $109,143-37.7% | $167,490-59.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.83% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $946 | $4,207-77.5% | $3,722-74.6% | $4,837-80.4% |
| Participant deferral / active EE | $946 | $5,255-82.0% | $4,653-79.7% | $6,341-85.1% |
| Admin fee / account holder | $49 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |