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 9-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 | $35,868 | $140,940-74.6% | $112,229-68.0% | $139,434-74.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 19.59% | 32.71%-13.1pp | 30.20%-10.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,014 | $4,283-76.3% | $3,430-70.5% | $4,751-78.7% |
| Participant deferral / active EE | $1,202 | $5,874-79.5% | $4,798-74.9% | $6,710-82.1% |
| Admin fee / account holder | $101 | $9,954-99.0% | $7,748-98.7% | $11,403-99.1% |