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 | $104,721 | $118,680-11.8% | $98,907+5.9% | $158,922-34.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.18% | 372.35%-354.2pp | 196.43%-178.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,704 | $3,333-48.9% | $2,689-36.6% | $4,761-64.2% |
| Participant deferral / active EE | $817 | $5,088-83.9% | $4,244-80.8% | $5,982-86.3% |
| Admin fee / account holder | $13 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |