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 | $21,850 | $91,037-76.0% | $71,671-69.5% | $147,584-85.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.72% | 20.48%-1.8pp | 20.65%-1.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,039 | $3,327-68.8% | $2,460-57.8% | $4,876-78.7% |
| Participant deferral / active EE | $948 | $4,498-78.9% | $3,438-72.4% | $5,439-82.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |