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 | $58,014 | $105,181-44.8% | $159,436-63.6% | $85,850-32.4% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 16.64% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,512 | $3,318-24.3% | $4,829-48.0% | $2,565-2.1% |
| Participant deferral / active EE | $2,318 | $5,945-61.0% | $7,352-68.5% | $3,952-41.3% |
| Admin fee / account holder | $142 | $6,933-98.0% | $10,799-98.7% | $6,260-97.7% |