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 | $76,866 | $127,065-39.5% | $113,168-32.1% | $142,382-46.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.84% | 24.03%-3.2pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,549 | $3,442-55.0% | $2,975-48.0% | $4,299-64.0% |
| Participant deferral / active EE | $1,557 | $5,716-72.8% | $5,107-69.5% | $6,507-76.1% |
| Admin fee / account holder | $106 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |