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 | $55,817 | $117,841-52.6% | $102,423-45.5% | $145,922-61.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.74% | 31.65%-8.9pp | 29.32%-6.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $2,411 | $3,615-33.3% | $3,023-20.3% | $4,660-48.3% |
| Participant deferral / active EE | $1,704 | $5,731-70.3% | $5,053-66.3% | $6,688-74.5% |
| Admin fee / account holder | $296 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |