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 10-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 | $58,176 | $135,952-57.2% | $123,892-53.0% | $273,961-78.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.40% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,135 | $5,170-78.0% | $4,617-75.4% | $4,869-76.7% |
| Participant deferral / active EE | $1,135 | $6,343-82.1% | $5,984-81.0% | $5,287-78.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |