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 | $63,193 | $78,422-19.4% | $95,952-34.1% | $79,858-20.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.19% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,164 | $1,945+11.3% | $2,541-14.8% | $2,471-12.4% |
| Participant deferral / active EE | $1,304 | $3,440-62.1% | $4,167-68.7% | $3,740-65.1% |
| Admin fee / account holder | $83 | $5,622-98.5% | $6,795-98.8% | $5,306-98.4% |