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 10-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 | $82,329 | $113,339-27.4% | $94,993-13.3% | $147,584-44.2% |
| Participation rate | 90.0% | 78.0%+12.0pp | 73.9%+16.1pp | 82.8%+7.2pp |
| Annual return | 16.15% | 20.77%-4.6pp | 27.12%-11.0pp | 578.55%-562.4pp |
| Employer contribution / active EE | $4,763 | $3,160+50.7% | $2,603+82.9% | $4,876-2.3% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $154 | $6,063-97.5% | $4,960-96.9% | $10,885-98.6% |