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 | $23,924 | $78,672-69.6% | $109,143-78.1% | $85,850-72.1% |
| Participation rate | 71.0% | 68.3%+2.7pp | 75.9%-4.9pp | 69.3%+1.7pp |
| Annual return | 14.85% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,789 | $2,735+38.6% | $3,722+1.8% | $2,565+47.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |