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 | $118,858 | $76,407+55.6% | $150,298-20.9% | $82,448+44.2% |
| Participation rate | 90.2% | 66.4%+23.8pp | 77.8%+12.5pp | 68.1%+22.2pp |
| Annual return | 16.28% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,444 | $2,614+108.2% | $4,154+31.0% | $2,551+113.4% |
| Participant deferral / active EE | $813 | $3,214-74.7% | $5,453-85.1% | $4,139-80.4% |
| Admin fee / account holder | $9 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |