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 | $215,670 | $163,101+32.2% | $136,749+57.7% | $142,382+51.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 17.08% | 27.54%-10.5pp | 24.33%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,532 | $4,117-62.8% | $3,400-54.9% | $4,299-64.4% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |